Dentrix Ideas

Default "balance forward" date for billing statements

Add the ability to specify the "balance forward" date on the Billing Statement; a relative time period, instead of always defaulting to 1 month ago. For example: 3 months, etc.
  • Guest
  • Jul 9 2019
  • Planning to Implement
  • Jul 9, 2019

    Admin response

    We appreciate your feedback, thanks.
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  • Guest commented
    20 May 03:14pm

    May of 2022 and we still seem to be having this issue. When will it be implemented?

  • Guest commented
    9 Jul, 2019 04:53am
    This might also help the issue of a single billing statement not being able to show more information. ie. a balance forward date of 2-3 months back.
  • Guest commented
    9 Jul, 2019 04:53am
    It would be helpful to automatically show from the last zero balance
  • Guest commented
    9 Jul, 2019 04:53am
    I second the zero balance comment. EZD for DOS had that feature. Best way to show a patient exactly where his balance comes from.
  • Guest commented
    9 Jul, 2019 04:53am
    I am always having patients ask "Where is the balance forward from?", because often times, we were waiting on the insurance claim to come back and by the time we recieve it, the patient has forgotten their last visit. A simple "balance forward from DOS:-------" would be VERY helpful! Limit the frustrations from patients and staff.
  • Smith West commented
    9 Jul, 2019 04:53am
    I constantly have patients asking what procedures they're being billed for. Most insurance companies do not pay quickly enough for the 1 month default to be helpful. Would be great to have this date be customizable. This could be useful for health saving account payments to prevent freezing on their accounts for suspicious activity.
  • Guest commented
    9 Jul, 2019 04:53am
    Yes this would be great! This keeps from printing off a ledger so that they can see what bill is pertaining to. Also Print the up coming appointments on the billing.
  • Guest commented
    9 Jul, 2019 04:53am
    This would be great! It is very frustrating for patients to only be able to see "balance forward" and not know what it is for.
  • Mark L commented
    9 Jul, 2019 04:53am
    Billing statements need a cutoff date. For example, when generating billing statement i only want to send statements to the patient who have already been processed and accounts have been verified for accuracy by our billing staff.
  • Guest commented
    9 Jul, 2019 04:53am
    yes would really appreciate this feature. For example If I am entering an insurance payment in the ledger and it took over a month to receive this payment I would then like to balance bill the patient by just printing the statement and have it show the actual treatment instead of balance forward, because then I would have to go out of patients ledger and into billing and change the balance forward date there. Too much work. also if a patient makes a payment and wants receipt I would like treatment to show...
  • Guest commented
    9 Jul, 2019 04:53am
    This enhancement would be extremely helpful. Patients often call asking what the "balance forward" is for. It takes too much time to generate a custom billing statement from the office manager, so having the ability to set the balance forward date from the ledger statement option would be AWESOME and a huge time saver for our office staff. Thank you!
  • Guest commented
    9 Jul, 2019 04:53am
    This has been open for almost 10 years -- any traction on this? There are several other related enhancement requests. Thanks.