Currently, you have to process an insurance payer credit card payment manually and then post it separately to the appropriate claim which creates a double posting of the payment (once to run the virtual credit card and the other to clear the insurance claim as paid). You should be able to run a virtual credit card directly when choosing credit card payment as the insurance payment type on a claim.
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This feature is now available. Please upgrade to the latest version to start utilizing Insurance Pay. Here is a brief article on how to use the feature. https://blog.dentrix.com/blog/2022/10/04/process-credit-card-insurance-payments-with-insurance-pay/
Amazing that Dentrix has not figured out how to properly process these virtual credit cards on their software. Virtual cards payments by insurance companies are on the rise. This should be done ASAP. There are other ideas that are the same as this, all should be merged together.
This is something we really need to have ASAP. Especially when printing the ledger for patients records and it has all these debit adjustments and charges.
Yes this needs to be added to clean up the ledgers.
Is everyone having to go back in and adjust the maximum amount used? I was entering in card payments and transferring like everyone else and then I realized it doesn't update the benefits you have to go in manually and do it.
Yes, this is a must! It is twice the work right now.
I just called Dentrix, Dentrix PowerPay and was on the phone with my IT dept and this has still not been implemented. If I had known this would be such a pain I'm not sure I would have recommended my office switch to PowerPay.
Why is this idea still a future consideration? Credit card payments from insurance were possible prior to our upgrade to 7.2. The process should be more streamlined not result in extra work. Plus, in our office the person entering payments does not have access to delete a payment (this would go against all accounting rules). Therefore, it takes 2 people to post this transaction. Ridiculous!
This needs to be done immediately. The lack of having this ability takes extra steps and more time. This was supposed to make everything more efficient but absolutely has NOT.
This should be done immediately! We receive multiple credit card insurance payment a day and it takes more time to post these payments than any other insurance claim we have. Please fix this ASAP!
This needs to be addressed now, not put for future consideration. It is absurd that this has not been taken care of yet! It is a colossal waste of time! When this package is purchased this is mentioned NOWHERE! During training we were told that you post insurance credit cards exactly as they were done previously, nothing could be further from the truth.
I strongly suggest this be implemented. Many insurance companies have virtual credit cards as payment methods now. Currently, you have to manually enter the card as a payment to process, then delete this payment completely and re-enter on the claim itself OR adjust the payment amount on the ledger. There is also a risk that a double payment is entered or the payment not adjusted correctly or at all. It also makes the audit reports look suspicious. There should be an option to run a credit card within the claim itself.
This should be a high priority fix!
I agree!!!!
I was getting ready to suggest this exactly! Thank you!
EagleSoft has been doing this for YEARS - come on Dentrix get on board.
YES! I agree with this. This would be a GREAT time saver!
This would cut down on double posting errors. Definitely needs to be addressed.
Yes! so frustrating and time consuming currently
Having to delete a payment is a big problem! Looks suspicious and is simply rediculous! How difficult is it to change the program so that Dentrix Pay offices will be prompted to run a credit card from within the insurance claim payment window??? Same way it works from the patient payment window.
This leaves much room for error. The only thing I would add to this subject matter, is when processing a credit card manually, it would be easier and faster to enter the credit card number and expiration date from the keyboard and not the verifone device.