Helping Patients Better Understand the Balance Forward Date on Billing Statements

By their design, Dentrix billing statements show patients procedures, payments, and adjustments that occurred within the previous month. Transactions that are older are totaled and presented on the first line of the statement as a “Balance Forward” with total amount...

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Track Your Patient Recruitment Efforts with the Patient Summary Report

You work hard to attract new patients. How can you know if your efforts are working? Is your team recording the new patient’s referral source in Dentrix? Have they scheduled the patient’s next visit? The New Patient Summary Report shows Referred By, ZIP/postal code,...

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