Dentrix Ideas

List billing statements sent with transactions

Option to include a line for each time a billing statement has been generated for the account, within the ledger, listed with transactions; with an option to view the billing statement from the Ledger, also show journal notes in the ledger.
  • Guest
  • Jul 9 2019
  • Planning to Implement
  • Jul 9, 2019

    Admin response

    Thank you for the feedback, it is much appreciated.
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  • Nicole commented
    9 Jul, 2019 04:53am
    We should be able to control the forward date for stmts generated from the ledger module.
  • Guest commented
    9 Jul, 2019 04:53am
    I miss having this. With our previous software it would list the date of the last statement. When a patient calls asking about why they received a statement etc when they sent a payment., I could look when the statement was generatedand advise that we received their payment but it was after the statement was sent. (Can just say it must have crossed in the mail) I could also see that insurance made a payment the same day statement was generated but it was entered after statement was sent. It just helped so much in conversations with patients as status of their account.
  • Steve Roberts commented
    9 Jul, 2019 04:53am
    You can, in G4, copy statements when printing or sending with QuickBill to the Document Center and the Office Journal automatically records the billing date and amount when statements are generated from the Ledger or Office Manager.
  • Danette Johnson commented
    9 Jul, 2019 04:53am
    In addition to the Office Journal entries for billing statements and the Document Center copies of billing statements, the Ledger displays the "Last Statement Date".
  • Mark Langberg, DDDS commented
    9 Jul, 2019 04:53am
    As above, I'd like to eliminate more clicks to get the info, I'd like to see a line in a running ledger that a statement went out, clicking into the journal while having a patient on the phone is very cumbersome, I 'd like to see statement sent, payment received, insurance payments in one view, no clicking around...Thank you
  • serena commented
    9 Jul, 2019 04:53am
    I agree 100%..everyone goes directly to the ledger to view treatment and payments. It would be great to also see how many statements they were sent. There is another software ( i think practiceworks) that actually offers this feature. Its also helpful if someone misses a payment and they are then charged late fees. You can just print the ledger and show them all transactions including how many statements that were sent.
  • Guest commented
    9 Jul, 2019 04:53am
    This is a duplicate of another request with more votes
  • Carie G commented
    9 Jul, 2019 04:53am
    Would love it if when a statement is sent it would automatically make a ledger entry that said a statement was sent. It would eliminate need to toggle between pt journal and ledger to see if a statement was sent before sending collection letters
  • Alexis commented
    9 Jul, 2019 04:53am
    This is available in EagleSoft and is a huge benefit to all of the staff working the front desk and the staff working insurance or collections. I work with many offices that use Dentrix and this is something that is GREATLY needed and wanted in all of the practices I work with.
  • Justin L. commented
    9 Jul, 2019 04:53am
    Also I know I can look on the office journal to see this info, but when you have hundreds of accounts to go through it adds up. I want to see it as a line item on the ledger instead of having to go to the office journal. I can post a picture of how it looked on our old software if that helps.
  • Justin L. commented
    9 Jul, 2019 04:53am
    I also want this. It helps with collections and should be included in the next release. Trevor, get on it!!
  • Anonymous commented
    9 Jul, 2019 04:52am
    I find when looking at alot of the comments for several of the "suggestions" it states Eagle Soft and other software already has them. I cannot believe that Dentrix has not caught up on these.
  • Unknown Unknown commented
    9 Jul, 2019 04:52am
    Agree! I believe Eagle Soft does this. This way the patient sees that they have been billed.
  • Guest commented
    9 Jul, 2019 04:52am
    Please consider having an automatic line item in the ledger for when bills go out. Having them go to the Doc Center is nice, but having it right there in front of your face would be more efficient.
  • Beth Y commented
    9 Jul, 2019 04:52am
    It would be helpful to be able to generate a summary of billing statements sent electronically by date range. At this point, a summary for the month to that point generates when a statement is sent but can't be produced without sending a statement. Also, the summary does not include any details about the statement, such as patient name.
  • Unknown Unknown commented
    9 Jul, 2019 04:52am
    statement date sent and amount to appear in ledger
  • Unknown Unknown commented
    9 Jul, 2019 04:52am
    A report showing all statements that went out on a certain date, to whom and how much. So that they can followed up on.
  • Teri Rao commented
    9 Jul, 2019 04:52am
    It would be great if it was a feature. similarly to how we can attach a document to multiple patients through the Docucenter, and how we can batch claims. the ability to select a procedure (in our case F1027 Statement #1) and chose a number of multiple patients to post it to the ledger at the same time would be HUGELY helpful in the saving time department! it allows us to quickly and easily post statements to the leger, and also allows us to quickly see if a patient calls how many times we have had to send statements to them, or delinquent letters, ect.
  • Unknown Unknown commented
    9 Jul, 2019 04:52am
    Sometimes I print a stmt in error and I'd like to be able to edit the "Last Stmt date" in the summary box at the bottom of the ledger.
  • Leanne commented
    9 Jul, 2019 04:52am
    would like to see if staff is preparing and sending statements add this to the audit trail or show everything that went in batch processor - whether deleted / removed or not for admin
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