Dentrix Ideas

Payment plan amendments

Payment plans can only be set up once charges are entered. Occasionally a patient would like to start pre-paying for treatment. In other cases, benefits are paid for a lesser amount and rather than close the initial plan, we would like to adjust the original payment plan with the patients permission. It would also be nice to be able to chose a date (5th, 25th, etc.) to have payments made rather than the way it is currently set-up.

  • Guest
  • Mar 31 2025
  • Needs review
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