Dentrix Ideas

Patient Ledger for a single day appointments

It would be incredibly efficient to be able to run a report for a single day of appointments to determine whether any patients have a balance or credit on their ledger, rather than clicking through each individual appointment's ledger to glean the same information. 

  • Guest
  • Sep 30 2019
  • Future consideration
  • Mar 31, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.

    As an alternate option you could print the daily route slips for the patient appointments that day. each route slip will indicate the balances from page to page. quicker than searching each ledger.

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  • Stephanie Clark commented
    16 Jan, 2020 06:03pm

    You can see who has a balance for the day by running a Daily Huddle Report, although it won't show who has a credit balance - that would be helpful if they added that option to the Huddle Report.