Dentrix Ideas

process credit card payment on insurance claims

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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  • Jul 24 2019
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  • Unknown Unknown commented
    August 21, 2023 18:21

    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.

  • Guest commented
    September 20, 2022 22:12

    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.

  • Guest commented
    August 30, 2022 16:39

    Yes this needs to be added to clean up the ledgers.

  • Kris Mazowieski commented
    July 29, 2022 14:25

    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.

  • Kelly Cole commented
    April 27, 2022 20:10

    Yes, this is a must! It is twice the work right now.

  • Guest commented
    January 18, 2022 20:33

    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.

  • Maria Berardi commented
    July 20, 2021 18:22

    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!

  • Shawna commented
    July 20, 2021 17:51

    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.

  • Kim Hight commented
    May 18, 2021 16:36

    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!

  • Mary Beth commented
    April 07, 2021 18:36

    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.

  • Sara commented
    April 05, 2021 16:21

    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.

  • Christine L. commented
    March 17, 2021 18:39

    This should be a high priority fix!


  • Guest commented
    December 22, 2020 14:28

    I agree!!!!

  • Tina Smith commented
    March 20, 2020 15:17

    I was getting ready to suggest this exactly! Thank you!

  • Guest commented
    March 12, 2020 20:52

    EagleSoft has been doing this for YEARS - come on Dentrix get on board.

  • Darla Chauvin commented
    February 04, 2020 16:29

    YES! I agree with this. This would be a GREAT time saver!

  • Guest commented
    January 29, 2020 19:39

    This would cut down on double posting errors.  Definitely needs to be addressed.

  • Guest commented
    December 12, 2019 15:30

    Yes! so frustrating and time consuming currently

  • Guest commented
    December 03, 2019 20:19

    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. 

  • Guest commented
    November 18, 2019 17:01

    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. 

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