Dentrix Ideas

Customize billing statements

Allow the practice to customize billing statements. For example: option to omit the patient chart number; include or hide certain transaction types; change any of the wording (e.g. Balance Forward, Finance Charge); add any wording; change size of any section; change any of the text color so it stands out more; change fonts; etc.
  • Guest
  • Jul 9 2019
  • Likely to Implement
  • Jul 9, 2019

    Admin response

    Thanks for the request!
  • Attach files
  • Michelle H. LJOPD Insurance Admin commented
    12 Sep, 2019 02:26pm

    A detailed billing statement - making it easy for patients to understand why the owe "x-amount" - is a must!! The lack of information provided on the current statements prevents them from paying until they "get around" to calling our office for an explanation (which typically takes 3-4 statements in the mail/1 per month) which absolutely too long! Especially when the issue can be corrected by our office being able to provide statements that clearly explain what was billed, what was paid by both the insurance and patient for each service rendered & any reasons for treatment being denied.

  • Michelle Hougland commented
    25 Jul, 2019 10:02pm

    Yes would love a way to individualize the balance forward date so the patient's know what they were being billed instead of just balance forward and the balance. 

  • Guest commented
    9 Jul, 2019 04:53am
    yes - we allocate credit balances for internal reasons (multiple provider office) and it shows up on billing which confuses the patient. would like to be able to omit those from the patient.
  • Judy D. commented
    9 Jul, 2019 04:53am
    We would love to be able to utilize our office logo on all of the dentrix forms.
  • Suzanne commented
    9 Jul, 2019 04:53am
    Dr would like to have the statements print out in a more user friendly manner. They should include what the patient had done, what was paid by the patient, what the insurance paid, and, finally what the patient owes.He would like this to be all in an understandble format.
  • janet commented
    9 Jul, 2019 04:53am
    good idea
  • Rachel S. commented
    9 Jul, 2019 04:53am
    We would love to be able to write a simple note at the bottom of our walkout statement. I understand that you are able to write something, but it would be nice to have the option to keep it for each and every patient. It doesn't make sense that we are unable to customize our walk-out statments...
  • Dental Nation, Ipuna Black commented
    9 Jul, 2019 04:53am
    Allow to bill individual patients not the entire family. Some of the family members have outstanding claims and the numbers get messed up. Please change ASAP. Thanks.
  • Office Mgr commented
    9 Jul, 2019 04:53am
    We would love to be able to utilize our office logo on all of the dentrix forms
  • Heidi commented
    9 Jul, 2019 04:53am
    Is it also possible to add the family balance to the top portion of the statement so if they tear it off and throw away the other portion, they atleast know their balance.
  • Michael J.Reese, DDS commented
    9 Jul, 2019 04:53am
    Having used Dentrix since 1996 I can safely say the format of billing statements (even though there are "16" different options) leaves much to be desired. Dentrix statements are confusing to the patient. Such an integral part of a practice should not be ignored for 15 years.
  • Guest commented
    9 Jul, 2019 04:53am
    I agree
  • Melissa commented
    9 Jul, 2019 04:53am
    Please look into this!!!!!!!!!! Customizing the statements would be so helpful and elimate so much confusion!!!!!
  • Unknown Unknown commented
    9 Jul, 2019 04:53am
    It would be great if instead of a 'date to start history from' for statements, that I be able to request that it start at the last point that the account balance was zero.
  • Katie commented
    9 Jul, 2019 04:53am
    When a provider recommendation is printed on a billing statement, it prints across all the lines in a small font (about 8). This makes it very difficult for the patient to read. What we have been doing is playing with the number of spaced between lines of the text but this is time consuming and still prints in a small font. We would also like to be able to bold the text. ALSO, we are a non- assignment office and it always prints out the insurance payment (of $0.00). This is the greatest item of confusion with our families as they read this as the insurance re-imbursing them $0.00. We would love to take that off. FURTHERMORE, we also use the ledger to keep track of when we are running behind. We have a code for 15 min, 30 min, etc. We DO NOT want these to print out for our patients to see but still want to be able to run a report to see how frequently this is happening and according to the Dentrix tech support, there is no other way to do this.
  • Guest commented
    9 Jul, 2019 04:53am
    credits/balance/etc....
  • Guest commented
    9 Jul, 2019 04:53am
    I would love to use a "go back" ability of last zero balance VS only a date when I do my montly billing in bulk. working with multiple statments and going back only 30 days will not show all the details necessary for all patients especially if there is multiple family members visits or delay in insurance payments.
  • Guest commented
    9 Jul, 2019 04:53am
    Kristen, I believe what you describe can already be done. Open the Billing Statement options (Office Manager | Reports | Billing) Check these options: Print Agreed Payment Exclude Outstanding to Insurance Save as Default The ‘save as default’ option will apply only to this computer, so repeat these steps on any computers where you might print a statement from.
  • Karen M. commented
    9 Jul, 2019 04:53am
    We have been using statement type DLSTM 2 for years and it is our preferred template, however my computer recently had some adjustments made to it (not to Dentrix) and our statements that now print are DLSTM 10 and they are horrible. How can I get the original one back?
  • Guest commented
    9 Jul, 2019 04:53am
    Karen M., it would seem that your saved billing statement options have been lost or changed. According to KB Article # 24748, you need to open Office Manager | Reports | Billing, and check these options: - Print Dental Insurance Estimate - Print Agreed Payment - Print Account Aging - Allow Credit Card Payment Check Save as Default, and choose OK.
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