Dentrix Ideas

281 Vote

Individual Patient billing type and individual statement

Allow the practice to assign a different billing type for a member of the family, and to be able to run billing statements and walkout statements by individual patients.

Created 09 Jul 04:54 by Guest

Billing and Adjustments / Statements

Future consideration
275 Vote

Customize billing statements

Allow the practice to customize billing statements. For example: option to omit the patient chart number; include or hide certain transaction types; change any of the wording (e.g. Balance Forward, Finance Charge); add any wording; change size of ...

Created 09 Jul 04:53 by Guest

Billing and Adjustments / Statements

Future consideration
28 Vote

Assign payments to specific treatment

when posting payment from patient , we should be able to assign that payment towards particular treatment , just like insurance payments for easier reading of ledger. this way we would know exactly what the patient paid for and where the balance i...

Created 03 Dec 19:07 by Guest

Billing and Adjustments

Future consideration
196 Vote

Customize walkout statements

Add options to customize the walkout statements. Options to exclude insurance estimates, print with estimate of balance due for next appointment, hide fees and print total at bottom, print out alternate codes. Sort options for procedures. Include ...

Created 09 Jul 04:48 by Guest

Billing and Adjustments / Statements

Future consideration
1 Vote

Splitting payments needs to be easier

For some reason, when I post a large payment that's supposed to be split amongst family members on a ledger, the payments are posted unevenly, still leaving one member with a balance, and another one with a credit. This used to work fine, you coul...

Created 27 Aug 21:56 by Guest

Billing and Adjustments

Needs review
1 Vote

Ledger & Payments

When a payment is made on a family file, it should go to the corresponding family member's account with that same amount due and post as paid. Having all payments go to the head of the household means that we have to credit and debit within the fa...

Created 26 Aug 14:13 by Guest

Billing and Adjustments

Needs review
174 Vote

List billing statements sent with transactions

Option to include a line for each time a billing statement has been generated for the account, within the ledger, listed with transactions; with an option to view the billing statement from the Ledger, also show journal notes in the ledger.

Created 09 Jul 04:52 by Guest

Billing and Adjustments / Statements

Future consideration
166 Vote

Finance charge option: skip if claims pending

When applying finance charges, give option to skip accounts or to portion of an account balance where there is an outstanding insurance claim pending payment. [199]

Created 09 Jul 04:54 by Guest

Billing and Adjustments / Statements

Future consideration
16 Vote

Please remove Head of Household

Our patients dislike it, it's antiquated, and it messes up our ledgers for billing.

Created 24 Sep 16:57 by Guest

Billing and Adjustments

Future consideration
1 Vote

Make aging reports readable by date of occurrence rather than just alphabetical account name.

It is useful to know which accounts are oldest to pursue for collections purposes or reimbursement for credit balances.

Created 16 Aug 03:35 by Guest

Billing and Adjustments

Needs review