Dentrix Ideas

Please change the way patients are archived.

I do not think making the payment apply to each patient when there is a guarantor is going to work. When parents/guarantors request info for taxes, etc.  they do not want to see that their child paid the bill. Please change it back to way it was before we switched to G7.

  • Stacey Naha
  • Oct 4 2019
  • Future consideration
  • Oct 4, 2019

    Admin response

    Thank you for the suggestion, we understand the concern. the changes made by the Split Payment by Family option, were put in place to correct the representation of money being over\under paid by any member of the family, to better suite proper allocation of balances.

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  • Guest commented
    22 Jul, 2020 08:50pm

    This new way is crazy!!!! Parents send in a lump payment to cover the children's bill. We would have to then break down EVERY PAYMENT to the individual child EVERY TIME. We are a very busy - to take the time to go back and adj EVERY patient in order to archive is crazy. This office has never archive until I started at the end of the year 2019 . Now I have 20 years of patient to adjust?????

    Not to mention it will throw a huge red flag to the account wondering why we now are adjusting every patient! We finally went from G5 to G7 and that was stressful enough.

    For separated parents, we just put the correct parents name with payment to who paid. That's all we need. Go back to the old way. If not- we will not archive since too much to do. Not happy with this change. Would like a response