Tuesday, June 27, 2017

Using the New Payment Agreement Manager to Post Payments on a Patient's Account

Wouldn’t it be nice if you could post a payment toward a patient’s payment agreement while you were viewing their agreement details? With the new Payment Agreement Manager in Dentrix G6.4, you can! You can post payments from the same window where you create and manage payment agreements. 

To enter a payment from the Payment Agreement Manager:

  1. From the Ledger, click File > Payment Agreement Manager.

  2. The Payment Agreement Manager shows all accounts with a payment agreement.
  3. Select a patient on the list and click the Enter Payment menu option.
  4. Enter payment information as you normally would. If the payment is to go towards a patient's payment agreement, make sure to check the Apply to Payment Agreement box.



  5. Click OK.
Additional Information
  • The Enter Payment dialog box that opens in the Payment Agreement Manager is the same as in the Ledger.
  • You can double-click any patient name within the list to open the Billing/Payment Agreement Information dialog box. From there you can view or edit guarantor notes, view or change the account's billing type, view the payment agreement notes, enter a payment, and clear or update the payment agreement.
Learn about other new and updated Dentrix features in the course titled What's New In Dentrix G6, which will be offered at this year's Business of Dentistry Conference. Click the link to view conference details and to register.


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