Dentrix Ideas

Attach credit card insurance payments to the claim

Right now we cannot itemize payment for an insurance claim that was paid with an insurance credit card.

  • Guest
  • Jan 28 2020
  • Future consideration
  • Mar 2, 2020

    Admin response

    Thank you for the recommendation, we will consider this for a potential future release.

  • Attach files
  • Karla Wright commented
    10 Sep, 2021 08:11pm

    Is this still being considered. It gets confusing to new hires to enter a payment and then clear out the insurance claim. It's also confusing to patients when they get their statement and see that zero payment for their claim.

  • Guest commented
    26 Jun, 2020 08:04pm

    SORRY- just to be clear, I obviously list as a Credit card and list last 4

  • Guest commented
    26 Jun, 2020 08:03pm

    This would be helpful. Just an idea for others with this issue. I enter the payment into claim as if it were a check. I run the card in the virtual terminal provided by worldpay and viola NO DOUBLE PAYMENT!

  • Guest commented
    4 Feb, 2020 06:48pm

    Although we prefer EFT from insurance companies, we do occasionally receive credit card payments. Rather than wait for the carrier to issue a different form of payment, we do find ourselves having to process these credit cards. Currently, insurance credit card payments are not integrated with WorldPay. This requires processing the payment like you would from a patient which then posts the payment to the ledger AGAIN. Once the credit card processes, that same posting on the ledger needs to be deleted to eliminate the double entry (which then deletes the credit card information, albeit the credit card # is masked). This entire scenario not only requires unnecessary extra steps, it also requires that the same person entering payment also has Dentrix permission to delete it. In our office this would be a security breach.