Dentrix Ideas

Print an specific date of service without printing the entire ledger history

For patients that have supplemental insurance they request specific receipts showing the date of service and payment for that specific day only. It will be nice to just print what they need instead of the entire ledger.

  • Guest
  • Jun 6 2024
  • Needs review
  • Attach files
  • PB commented
    June 17, 2024 19:13

    Yes! If you're printing for DOS 01/01/2024, it should be JUST the procedures rendered and the payment for that date/attached to that claim - if insurance comes through on 03/01/2024, we don't want to show payment for DOS 12/01/2023 that came in on 02/01/2024, it just muddies the water. The patients get confused too. Its a mess.

  • Liv Brooks commented
    June 12, 2024 03:52
    You can adj the date or you can copy ledger to clipboard to be pasted in word Adj any and everything color code it for easy acct break down I use this feature daily
  • Guest commented
    June 07, 2024 13:40

    100%