How can we improve Dentrix?

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.

210 votes
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    Angela Farber AustinAngela Farber Austin shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →


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      • MICHELLEMICHELLE 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 WrightElisa 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)

      • kristinekristine commented  ·   ·  Flag as inappropriate

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

      • MichelleMichelle 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.

      • LyndaLynda 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.

      • SperbeckdentalSperbeckdental 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.

      • GailGail 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.

      • missymissy 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.

      • billielbilliel 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.

      • SueSue 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 BeardallRyan 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.

      • lynnlynn commented  ·   ·  Flag as inappropriate

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

      • BYoungDDSBYoungDDS commented  ·   ·  Flag as inappropriate

        I agree! However, I don't find the walk-outs to be adequate enough because there is no logged history kept in the Office Journal when you print a walk out. This makes it difficult to keep track of when or how often a patient is being billed by walk-outs.
        When you select to print a statement, there should be an option to select a range of dates to appear on the statement, before you print, batch, or email the statement.
        KEEP VOTING!!!

      • DawnDawn commented  ·   ·  Flag as inappropriate

        Agreed. This is a major problem. Many times people need a statement or ledger that shows 1 date of service and the payments made for this service (for Health Savings account or something else). It would be nice to print some type of receipt that you could put in the beginning and end dates. This would need to show ADA code, procedure and payment(s).

      • NancyNancy commented  ·   ·  Flag as inappropriate

        i agree. often when a patient comes back the next day or week to pay us, the walked out payment shows but not the charges so i have to go in a reprint a walk out statement for that date they were here to show the charges. if we could enter dates for the walk out statement to print we could get all the info on one sheet of that the charges and payments, even thought they are on different dates, would all show up.

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