Dentrix Ideas

Allow the ability to customize statements/invoices with only SPECIFIC line items

Allow us to select ONLY those line items to include in a statement/invoice to send to the patient -
For example, DOS was 9.30.24, Insurance payment and adjustments posted 11.4.24, Patient payment made 1.16.25...

Right now there is no way to customize what we send to patients, and sometimes they only request certain DOS or payment history...

  • Guest
  • Mar 12 2025
  • Needs review
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