Dentrix Ideas

Dispersing payments to family members on the same account

If 2 family members, for instance, have a balance, you should be able to pull up the "View", "All Family Members" and apply the payment and the system should disperse them correctly. This would cut down having to do a debit/credit transfer balance making it more efficient.

  • Guest
  • Jan 25 2023
  • Needs review
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  • Guest commented
    26 Jan, 2023 06:02pm

    This would be so helpful posting payments and allocating them properly. The credit/debit that Dentrix uses now is time consuming.

  • Guest commented
    26 Jan, 2023 05:56pm

    I agree 100%!! or, when entering a payment from a gaurantor a pop up window with all faily members should come up so can just put the amount fro payment that goes to each family member. oing family balance transfers as a debit then a credit for each family member time consuming.