Dentrix Ideas

Need an easy way to print ledger for a specific date range with a chosen START and END date, patients always request this for their taxes.

This would help the staff to print out the ledger for a calendar year, showing total of charges, discounts or write-offs, insurance payments and patient payments. We have about 100 patients each year that request this for their taxes. Our old software did it very easily. Please do it too.

  • Guest
  • Apr 4 2023
  • Future consideration
  • Apr 5, 2023

    Admin response

    Thank you for posting to Dentrix Ideas! Your idea is under consideration for future development.

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  • Jenifer Miller commented
    June 13, 2023 15:59

    Start and end date would be super beneficial. Flex spending has gotten super picky and they want to be able to view ONLY the procedure in question.

  • Guest commented
    May 01, 2023 18:24

    You can only print the start of the ledger, you can't pick a date to end it, unless i'm missing something

  • PB commented
    April 06, 2023 19:34

    Already exists.

  • Nancy K commented
    April 05, 2023 15:51

    It would be great if we could email directly from ledger to patient