Tuesday, July 2, 2013

The Difference Between Payment Agreements and Future Due Payment Plans

Dentrix allows you to manage two different kinds of payment arrangements with your patients: Payment Agreements and Future Due Payment Plans.

Payment Agreements can be used when treatment has been completed, and the balance will be paid over time. For example, if a patient has accrued a large balance and has asked to be able to make monthly payments on the balance you would set up a payment agreement.


Future Due Payment Plans can be used when treatment will be completed over time, and you want to change an account monthly. For example, if you are completing orthodontic treatment for a patient over a 24-month period, you would set up a future due payment plan to charge out a monthly amount.

With payment agreements, Dentrix keeps track of whether or not a payment has been made by a patient. With future due payment plans, Dentrix keeps track of when to post a charge for the patient.

For more information, see the Setting up Payment Agreements and Creating Future Due Payment Plans topics in the Dentrix Help Files.

3 comments:

Jacqueline Vruwink said...

How do you set up those payment agreements in Dentrix is the one that I use in the Ledger??

Jacqueline Vruwink said...

Where do you set up this kind of Payment agreement is the one that I use in the Ledger Billing/payment agreements?? or is something new??

Dentrix Tips Tuesdays said...

Yes Jacqueline, you set them up from the Ledger, and no, this isn't a new feature. The best place to learn about payment agreements is the help topic "Payment Agreements Overview" which then links to several other topics on creating, editing and deleting agreements, as well as posting payments towards an agreement.