Dentrix Ideas

DEFAULT - "Apply to Payment Agreement"

I highly advise setting up a preference option to default "Un-Check" the "apply to payment agreement," box. When we have ortho patients signed into a payment agreement (who are also seen for regular check ups), if they owe a difference for their check up that payment gets applied to their ortho payment agreement without warning and ultimately changes the next few charges to random amounts. It reflects poorly on the office when that happens because at the end of the agreement they end up owing money in both accounts when they shouldn't. 

  • Guest
  • Feb 6 2020
  • Future consideration
  • Feb 28, 2020

    Admin response

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

  • Attach files
  • Guest commented
    March 17, 2022 02:25

    We need this change asap please !!! Accounts are being messed up for our ortho patients , because of this issue and when working with multiple people in the front especially when busy it can easily be FORGOTTEN to be unchecked !

  • Guest commented
    March 04, 2022 14:53

    Please make changes sooner rather than later for this! We love the payment agreement option but when it defaults for the entire family for any payment for any other treatment it becomes a much larger issue.


  • Guest commented
    March 02, 2021 20:56

    And the only way to correct the payment once it is entered is to delete the payment and enter again making sure you uncheck the "apply to payment agreement box". so frustrating.

  • Jesseca Allen commented
    August 28, 2020 16:42

    YES PLEASE CHANGE THIS!! Peoples payment agreements are also getting messed up because the payment agreement is being attached to other family members and when they pay, it automatically takes it off the patients agreement.

  • Guest commented
    May 28, 2020 14:54

    I just added this idea! PLEASE change the default dentrix. :)