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
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  • PB commented
    17 Jun 07:13pm

    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
    12 Jun 03:52am
    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
    7 Jun 01:40pm