Dentrix Ideas

When printing receipt or ledger list payments separately if made on same day for FSA/HSA.

We had a situation with a patient who paid for most of their services with HSA and the rest on his debit card. HSA denied the receipt because it showed he paid a different amount than what he was claiming.

  • Guest
  • Sep 13 2024
  • Needs review
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  • Dr J commented
    13 Sep 06:39pm

    I believe if you enter something in the Check/Payment Number field, then payments with different #'s will show separately. In our case, we enter the last 4 digits of the card number.

    We also have recently created a set of separate payment types called HSA\FSA to distinguish them. In our case, this was to ensure that any refunds were returned to the HSA\FSA.