Dentrix Ideas

Finance charge option: skip if claims pending

When applying finance charges, give option to skip accounts or to portion of an account balance where there is an outstanding insurance claim pending payment. [199]
  • Guest
  • Jul 9 2019
  • Future consideration
Billing and Adjustments  / Statements
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  • Guest commented
    July 09, 2019 04:54
    we would like to know why finance charges are added to pending claims even though we checked the box not to.
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  • Ryan commented
    July 09, 2019 04:54
    Dr. Cooney, I'm not sure what box you are checking, but the current design of finance charges is to base the finance charge against the amount displayed in the Family Balance.
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  • Guest commented
    July 09, 2019 04:54
    I "forgive" new finance charges in months that patients make payments. I now have to review statements and manually remove these charges if a payment has been made. It would be nice if I could have the option to not charge a finance charge when a payment has been made.
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  • Guest commented
    July 09, 2019 04:54
    I like this idea as well
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  • Guest commented
    July 09, 2019 04:54
    This never happened with G4. Patients should not be accruing finance charges when ins. claims are pending and they have paid their portion in full.
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