Dentrix Ideas

Entering in Refunds or Insurance payments there is no option for First in First out

It is difficult to keep up on the Provider Credit Balances Manager report when it grows even when my staff is doing everything just right. I would like for everything to automatically be placed in first in first out, but you have to choose it when doing any transactions. These are difficult to spot on the Provider credit balances manager report without going through the whole report one by one to find them each day. Is there a better way?

  • Guest
  • Jul 31 2026
  • Needs review
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