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Start and END date printing Family Ledger or Patient's Ledger Reports

Right now we cannot put and end date when creating this report and sometimes it is needed.

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    Angela Farber Austin shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    Trevor Terry responded  · 

    We appreciate your feedback, thanks.


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      • Kyle Nguyen commented  ·   ·  Flag as inappropriate

        This is how I would print out a specific date range. Change your computer system time to the date of last transaction you want to print (END DATE). Then open patient’s ledger, go to print->patient ledger. You put the START DATE into the FIRST TRANSACTION field. Hope that helps.

      • MJ commented  ·   ·  Flag as inappropriate

        This feature is so important for our patient's taxes or HSA/FSA's purposes. This should be a standard feature. Please include this ASAP.

      • Lori N. commented  ·   ·  Flag as inappropriate

        want to be able to print date range for patient ledger. For example 1-1-17 to 12-31-17. Many of our patient ask for this for their tax.

      • MICHELLE commented  ·   ·  Flag as inappropriate

        I agree it would be very helpful to have only one DOS print on a ledger. Our patients need this information for their HSA's and HRA's.

      • commented  ·   ·  Flag as inappropriate

        I have patients call or ask while they're in the office to print a specific year for their taxes. Unofrutnely, if the patient was seen in the new year then those charges also show on the ledger.

      • Elisa Wright commented  ·   ·  Flag as inappropriate

        I would like to be able to apply a filters in the ledger. I have many patients request a specific date of service, and not all of ledger history.
        It would be easier than copy, paste in excel, and then delete everything not needed. It takes too much time to do so, when patients are in a hurry to leave.

      • Anonymous commented  ·   ·  Flag as inappropriate

        ti be able to print a ledger that is from specific start and end dates (ie 1/1/15 through 12/31/15)

      • kristine commented  ·   ·  Flag as inappropriate

        to highlight and tabulate ledger totals as needed by selecting services and seeing a total

      • Michelle commented  ·   ·  Flag as inappropriate

        on the ledger, it is nice if you could create a page break on every service date. so when we received a payment from patient or insurances it is easier to track down on which services that needs to collect when payments were received. page break will separate day's treatment, patient's/insurance payments and it will help us not to be more confuse on who paid and what not.

      • Lynda commented  ·   ·  Flag as inappropriate

        office manager/reports/ledger/patient ledger for the report date put last day of the year you are wanting in report i.e. for 2011 you would put 12/31/2011 then select your patient and then put in first transaction date. If you want whole year put in 1/1/2011 this will give your 2011 ledger report for patient selected. Hold in mind if you still have outstanding insurance claims it will pick those dates up as well and add them to your report.

      • Sperbeckdental commented  ·   ·  Flag as inappropriate

        I agree. It would be very helpful for the ADA codes to be included for those who have HSA's and need more detailed statements for reimbursement.

      • Gail commented  ·   ·  Flag as inappropriate

        Go Back to the Walkout statement and select the date of service and the service for that date will show and also the date of the payment for that service. No need to print the ledger.

      • missy commented  ·   ·  Flag as inappropriate

        You can select a start date,under patient ledger select print, select single patient or family and choose the start date . I know you can't choose an end date but at least you can reduce the size of the ledger.

      • billiel commented  ·   ·  Flag as inappropriate

        The office manager print out works, however it should be much easier than that; new employees have a hard enough time learning the system; chasing a report is not ideal.

      • Sue commented  ·   ·  Flag as inappropriate

        Too time consurming to do it from office manager when you have patients waiting; need to be able to do from ledger.

      • Ryan Beardall commented  ·   ·  Flag as inappropriate

        While you cannot do this from Ledger, you can do this in Office Manager.

        1. Open the Office Manager | Reports | Ledger | Family Ledger (Patient Ledger also works same as described below)
        2. Select the Guarantor in the From and To boxes.
        3. Change the Report Date to the last day to be included in the date range.
        4. Change the First Transaction Date to the first day to be included in the date range.
        5. Select Ok.

      • lynn commented  ·   ·  Flag as inappropriate

        year end out of pocket expenses is a prime reason for needing more choices in printing options for the ledger!

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