Dentrix Ideas

Patients Doing Web Payments need to Post Automatically to their Ledgers

Currently we have to manually approve/post payments to patients accounts that already opt in to pay their statements online via quick bill. If a patient makes a payment after business hours then it doesn't get "manually" posted until the next day. At this point our settlement numbers are off and doesn't make for good balance of business. If we could have the system automatically post these payments we could do our settlements the next morning verses before we leave to ensure our sheets all balance. This would help everyone using this full integrated system.

  • Guest
  • Oct 6 2020
  • Needs review
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  • Shantell Judd commented
    4 Apr 10:50pm

    I agree, Being able to change the posted date in the ledger would really great. Or make changes so that when payments are posted on Monday they should be automatically posted for the date of transaction.

  • Guest commented
    31 Jan 05:38pm

    I agree, please fix this, or we should be able to change the payment date on the patient ledger to coincide with the actual payment date. Most times online payments are made over the weekend so we don't balance at the end of the next business day because Dentrix has a different payment date.

  • Guest commented
    26 Oct, 2020 10:52pm

    Yeah, automatic posting would help. However, the entire online user experience is so bad that most patients give up on it pretty quickly. The whole thing needs to be gutted and rethought from the beginning.