Dentrix Ideas

Add a note section when inputting an insurance payment

When I enter insurance payments, I am often doing adjustments on the account at the same time. I do these adjustments directly on the insurance payment screen. I cannot however, add a note on this screen. I have to post the payment/adjustment onto the ledger, before I can go in and make a note. Would be so much simpler if it could have been done one step earlier.

  • Nelle Pedersen
  • Jun 8 2021
  • Needs review
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