Dentrix Ideas

Most Recent eStatement information in Collections Manager

In the Collections Manager, add two columns: Show date of most recent eStatement and the status of that eStatement. That way we can see if they received the email, opened it, made a payment, etc. - or not.

  • Ryan
  • Mar 4 2021
  • Needs review
  • Attach files
  • Ryan commented
    5 Mar, 2021 05:22pm

    Or as an alternative, add a button and right-click context menu option to open the Electronic Billing History window with the account selected (simillar to the way it opens when accessed from the Family File)