Dentrix Ideas

Allow Patient and Provider to be selected before posting online payment for G7.6

G7.4 prompted selection of Patient (Guarantor OR family member) and Provider before applying payment via email online payment. G7.6 automatically selects guarantor and does NOT open ledger. This creates more work because now we have to open the patient's ledger and change/verify that payment is entered correctly OTHERWISE ALL accounts balances will be incorrect... (This change has created more work and is no longer a convenience having online email payments)

  • Guest
  • Oct 6 2022
  • Needs review
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