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'insurance write offs' has been merged into this idea

Attach payments and credits to specific charges

Automatically assign credits to charges for a patient or account and allow the user to override the allocations to assign a portion of a specific credit to a charge.

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    My Voice AdministratorAdminMy Voice Administrator (Admin, DENTRIX) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    AnonymousAnonymous shared a merged idea: Ledgers should procedure date that correlates with insurance payment so a family can see which payments apply to which procedure  ·   ·  Show description
    Nancy HogleNancy Hogle shared a merged idea: Old balance should not go to current when new procedures are completed and paid.  ·   ·  Show description
    AnonymousAnonymous shared a merged idea: be able to have the option to manually "link" procedures in the ledger.  ·   ·  Show description
    eddieeddie shared a merged idea: Pre payment dentistry- big problem for family balance!  ·   ·  Show description
    Dr. DanDr. Dan shared a merged idea: LINE ITEM ACCOUNTING  ·   ·  Show description
    dina jacksondina jackson shared a merged idea: distribute payments  ·   ·  Show description
    Merinda Merinda shared a merged idea: insurance write offs  ·   ·  Show description
    shannon shannon shared a merged idea: line item accounting  ·   ·  Show description

    8 comments

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      • FrancesFrances commented  ·   ·  Flag as inappropriate

        I think this might be similar to what I want. I would like to see us be able to split the write-off like we split a payment between providers. (ie Dr exam and hygiene prophy)

      • ShereneSherene commented  ·   ·  Flag as inappropriate

        In the Adjustment Notes area I enter in the date of service to reference the claim. In the ledger just click on the Insurance Adjustment and then you can see what the DOS is, you can also write in the procedue if more than one was done.

      • TroyTroy commented  ·   ·  Flag as inappropriate

        I think we have the same idea. Please look at my post currently ranked 8th. I would love to have this added to Dentrix. Please see my post: Office fee - Insurance allowable = write off and ability to estimate patient's portion.

      • BrittneyBrittney commented  ·   ·  Flag as inappropriate

        I would love to see this feature added! Especially when entering a pre-treatment estimate once it's received from insurance.

      • John PoczatekJohn Poczatek commented  ·   ·  Flag as inappropriate

        please, this would help with allocating among providers as well. Just make any payment go with a specific charge, and if it results in a credit then assign it to a specific account/provider. Also allow to auto allocate across all patients.

      • Jennifer AlexanderJennifer Alexander commented  ·   ·  Flag as inappropriate

        In our office, if the dentist wants to discount a procedure, we will enter the charge at our normal fee and also enter an adjustment. If we bill insurance for a discounted procedure, we have to 1. adjust the fee (regular fee - discount), 2. send the claim, 3. delete the claim, 4. correct the fee, 5. recreate the claim, and 6. enter notes of explanation in the claim and the adjustment. This would be SOOOO much simpler and more accurate if we could 1. attach the adjustment to the procedure, and 2. opt to print the claim with either our full fee (depending on the type of adjustment), or the net amount.

      Enhancement Requests: Ledger

      Knowledge Base and Helpdesk

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