Dentrix Ideas

Statements

1) Make it possible to change the "balance forward" date when sending a statement directly from a patients ledger (Print/Statements/Send Electronically).

2) Make it possible to add an attachment to an emailed/mailed statement, such as an EOB.

3) Allow us to change the recipient on these single ledger statements, we do not always want it addressed to the guarentor.

**And on a side note, why do we have so many options such as font/color and other features in this suggestion box and not in the clinical notes like we have been asking for YEARS!! hmmmmm - We need answers, lol!!

  • Brenda Paulen
  • Apr 3 2023
  • Needs review
  • Attach files
  • Guest commented
    25 Sep 14:39

    Yes we need all of this done ASAP! "Balance forward" is a horrible business practice when we send out statments via text/email!