Dentrix Ideas

Default provider when entering payments

It would be nice to have a way to change the provider for payments. Our doctor sold her practice. All the patients have her for the primary provider, so the payment defaults to her. He is now the main provider so with every payment we have to change the provider or change it in each patient file. Would be nice to have a way to either change all patients provider automatically or just to override it with an option to have all payments entered default to a certain provider.

  • Guest
  • Jan 15 2026
  • Needs review
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