Dentrix Ideas

Payment Types - Ability to Disable certain Payment Types for a Family File & to set Defaults for Payment Options

There should be a way to Disable certain Payment Types within each Family File - for example if a Family has had 3 returned Check Payments instead of creating a pop-up within the Family File stating we can no longer accept Check Payments for their patient portions due to numerous returned Check Payments (and hope the Admin checking in/out actually reads the pop-up prior to collecting their patient portion) there should be an option within the Family File/Ledger to Disable the Check Payment Type along with a note area for the reason. 

We should also be able to set Defaults for
(1) the Insurance Payment Type - Check, Electronic or Credit Card. This would be most helpful as a Default option per workstation - just like the Default options being set per workstation for Billing Statements.
(2) the option of making a payment "Apply To Payment Agreement." With how busy our practice is and I'm sure many others, this little box automatically being checked for every payment posted to a ledger is easily skipped over (not un-checked) - which constantly leads to many Ledgers/Account Balances and Payment Agreements being incorrect. Then having to go look at each Insurance Claim Payment and compare the total to Patient Payment made to figure out where the unpaid Balance came from is insanely time consuming. This can easily be corrected by being able to set a Default for Patient Patients to automatically NOT Apply To Payment Agreement. Again being able to set this Default option per workstation would be ideal for most busy practices.

  • Michelle H. LJOPD Insurance Admin
  • Sep 11 2019
  • Future consideration
  • Apr 3, 2020

    Admin response

    Thank you for the recommendation, we are always looking for ways to improve the product. we will consider this for a potential future release.

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