Dentrix Ideas

Customize walkout statements

Add options to customize the walkout statements. Options to exclude insurance estimates, print with estimate of balance due for next appointment, hide fees and print total at bottom, print out alternate codes. Sort options for procedures. Include only selected procedures for the dy. Would like to add the collections policy. Ability to remove the doctor's information. Option to change text color.
  • Guest
  • Jul 9 2019
  • Planning to Implement
  • Jul 9, 2019

    Admin response

    Your Enhancement Request has been recieved, thank you.
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  • Guest commented
    9 Jul, 2019 04:48am
    It would be nice able to include the TIN and payments made on one form whichi might include multiple dates
  • Carla commented
    9 Jul, 2019 04:48am
    Ours has it, don't know why yours doesn't?!? :(
  • Kathy commented
    9 Jul, 2019 04:48am
    to add notes of needed appt.s if they did not schedule
  • Guest commented
    9 Jul, 2019 04:48am
    I agree...would be great/efficient for patient to have all information for flex accounts on one receipt/ledger.
  • Unknown Unknown commented
    9 Jul, 2019 04:48am
    We use the ledger for tracking things like pt's being late or kept waiting and then print reports at the end of the month. We really would like to print out a walkout statement that DOES NOT have these procedure codes or descriptions on it. We do still need to be able to print out a report that tracks the number of times used each month per doctor and support has not found another way to do this that is feasible with our patient load.
  • Guest commented
    9 Jul, 2019 04:48am
    We have had several patients complain that when they turn in the walkout for reimbursement, there is no date of service on the form and it is required before they can collect repayment. So a patient ledger is printed and given along with the walkout.
  • Unknown Unknown commented
    9 Jul, 2019 04:48am
    print hours at the bottom of walk out statements
  • Unknown Unknown commented
    9 Jul, 2019 04:48am
    Print patient's next appointments on the lower end of the walk-out statement, One page only
  • Andrea commented
    9 Jul, 2019 04:48am
    In the future appointment section, sort upcoming appts by: 1. date first and then 2. time. This is confusing if upcoming appts are on the same date for the same patient. We've noticed that the later appt time can show up on the list before the earlier appt time. Confusing and easy for pt to show up for the 2nd appt time that day.
  • benjamin@fletcherfamilydentistry.com commented
    9 Jul, 2019 04:48am
    Instead of printing out a walk out statement that has the insurance fee on it (from the ledger). We would like to see a walk out statement with our office fee's on it. And when you look done at the bottom where it calculates the dental ins. est. The dental ins. est would take into consideration what insurance fee was attached in the family file to reflect on the patient's walk out. It's like having your office fee on the treatment plan along with what the insurance fee would be if you were in network a insurance company. Don't want to change the fee in the ledger for what the insurance is going to pay when a patients family file has a insurance fee attached to it. It's charging out to the insurance what you know they will pay which will reflect on the patient's ledger but when you send it off to the insurance company it goes off with your office fees. It's setting up your claims to go out with DX2012F (for office fees) rather then DX2012 (would only go out with what is in the ledger for the insurance fees)
  • Unknown Unknown commented
    9 Jul, 2019 04:48am
    where the appointment information is on the walkout statement, we would like to see a message for patients to contact us if they have to cancel or reschedule their appointment with 48 hours notice.
  • Guest commented
    9 Jul, 2019 04:48am
    Insurance estimate for patient payment due on walk-outs is never correct for their insurance. Would like to just remove that part, since it gets confusing for a patient.
  • Topher Chaffin commented
    9 Jul, 2019 04:48am
    The patient walk out print options need some major customization options. I want to provide a patient with multiple appointments, not just the next appointment. I would like to have it for just one patient, and not for the patient family, like in the "family appointment list" (why must it be grouped into a family appointment list, why can't it just be an appointment list for just that patient). I also would like to have the estimated fees for the patients next couple of visits and break it down by appointment or procedure, but not have the balance information or insurance information on the print out.
  • MJ commented
    9 Jul, 2019 04:48am
    Print Walk Out Statement button should be available from the Appointment Book
  • Lori commented
    9 Jul, 2019 04:48am
    The patient walkout receipt lists multiple family members' information if they are seen on the same day and are on the same acct. This is a concern if one family member, say the wife, was seen in the morning and the husband in the afternoon, with one not wanting the other to know their info. The walkout should only contain one patient's services/payment,etc. and next appt information. This seems to be a privacy concern since some family members don't want others knowing what they've had done, are going to have done, or their next appts. Help!
  • Unknown Unknown commented
    9 Jul, 2019 04:48am
    Allow individual offices to customize their own walk out statements. There are to many charges broken down into categories ie.. prior balance, current credits, current charges, new balance, Dental Ins, Please Pay. Patients are very confused when trying to decipher them.
  • Beverly commented
    9 Jul, 2019 04:48am
    Would like an option to only print next appointment for patient, and not entire family on Walk Out statement.
  • Tammy commented
    9 Jul, 2019 04:48am
    It would be nice to have the option of an end date as well as a beginning date!
  • Karen commented
    9 Jul, 2019 04:48am
    The list of appointments for family members on the bottom of the walk out statement violates HIPAA. Please give us the option to not print these appointments!!
  • Jessica commented
    9 Jul, 2019 04:48am
    With us being a pediatric dental office we create internal codes that we attach to the treatment plans for each visit, but then they post to the ledger on completion and also show up on the patients statement.. We could delete this code each time upon completion, but would love to have this able to be flagged as do not bill to patient as we can for insurance... For example: We have a lot of patients that require 2 Assistants so we have created a code that is attached to each visit on the treatment plan so when this is scheduled we can see this from the appt. book and schedule accordingly.. But upon completion this is posted to the ledger and then sent on the patients bill. It is just that extra step to make sure we go back and delete that code if we do not complete it..
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