Dentrix Ideas

Changing Default options for Payment Screen

In the payment screen it always defaults to "check" as payment option. It would be nice to be able to change this default as needed. Especially in this day in age, there are a lot more payments coming in by way of Credit Card, not check. It would help the speed in which we run our recurring payment option with our Credit Card Company. It is very inconvenient to select Credit Card Payment individually every time we enter these payments. (we are doing over 35 payments at time).

  • Guest
  • Aug 3 2022
  • Needs review
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  • Elliott O'Sheehan commented
    13 Jun 06:05pm

    I found this page because I was looking for instructions on changing default payment type. It looks like the only possible way would have been to switch the credit card and check payment options back when Dentrix was first set up. We also rarely take check payments and regularly have to correct payment types to CC on busy days. This change would be fantastic, I hope it is implemented.

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  • Guest commented
    5 Aug, 2022 03:33pm

    Agreed, in this day and age EFT is the primary payment method. Since 2016 when I took over payments, the number of benefit provider that pay by cheque had dropped significantly. I would say 80-90%+ is all EFT.