Dentrix Ideas

Post an insurance credit card payment directly from the patient insurance claim instead of having to go to dentrix pay to process.

If you could post a virtual credit card payment to the insurance eob when a patient calls you can see right away what the payment was for and which claim it was for. It would make it alot easier for staff to inform the patient and you would be able to see right away which insurance claim the payment if for.  Now you have to go to dentrix pay and run the credit card payment which does post to the ledger but then you have to research when a patient call which claim it is for

  • Guest
  • Sep 11 2019
  • Future consideration
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  • Guest commented
    29 Oct, 2019 04:17pm

    you can enter the payment into the claim, change from check payment to credit card payment; you do have to run in dentrix pay first, but I then enter into the insurance claim - but it would be nice run the dentrix pay through the claim so it post to the claim