Tuesday, July 25, 2017

Save Time with Payment Agreement Templates in Dentrix G6.4

Updated 10/7/2019

As you set up a payment agreement, you can customize the terms and conditions of the agreement. Save yourself from having to make those adjustments every time you create a payment agreement by creating a new agreement template that includes the terms you use most often. In Dentrix G6.4, payment agreement templates replace having to set an individual agreement's terms.

For example, if your practice wants to set up a payment agreement template for staff members who have dental treatment performed, you can create a template called Standard Staff Agreement with no annual finance charge, an annual late charge of 1%, a grace period of 15 days, no minimum late charge, and a minimum balance to charge of $100.

How To
  1. From the Office Manager, select Maintenance > Practice Setup > Payment Agreement Manager Setup.
  2. To create a new payment agreement template, click New.


  3. Enter a name for the new template, enter the terms for the agreement in the corresponding fields, and click OK.


  4. Click Close. The next time you create a new payment agreement, you'll be able to select that template.

Additional Tip
  • To edit an existing payment agreement template, in the Office Manager, go to Maintenance > Practice Setup > Payment Agreement Manager Setup, select an agreement template from the list, and click Edit.

To learn more, see the Payment Agreements Benefit You and Your Patients and See All Your Patient Payment Agreements in One Place articles in the Dentrix Magazine online archive.

Tuesday, July 18, 2017

Setting up a Payment Agreement in Dentrix G6.4

Updated 10/7/2019

At times, a patient may need to pay off a procedure or balance over time. You can accommodate these patients by setting up a payment agreement with them in which they agree to pay off their balance through regular payments instead of in one lump sum.

You can track payment amounts and due dates, print payment coupons, and apply interest terms in Dentrix. With Dentrix G6.4 and higher, you can use the new Payment Agreement Manager to manage payment agreements and to post payments from a single location for multiple accounts.

To set up a payment agreement in Dentrix G6.4:
  1. From the Ledger, select the patient for whom you want to create a payment agreement, and click the Billing/Payment Agreement button.


  2. From the Billing Type drop-down list, select the billing type to be assigned to the account.
  3. Enter the agreement date and select the payment interval from the drop-down list.
  4. Enter the annual finance charge percentage, total amount of the agreement, first payment due date, and payment amount in the corresponding fields.
  5. Click the Agreement Templates button and select the terms to apply to the payment agreement from the list. Click OK.>
  6. Click OK to save the agreement.

Additional Tips
  • Once you have created a payment agreement for a patient, they will appear in the Payment Agreement Manager, which you can use to enter payments.
  • When you enter the total agreed amount, Dentrix calculates the total number of payments necessary and puts that number in the # of Payments field. Conversely, you can enter the number of payments and have Dentrix calculate the amount of each payment.
  • By clicking the Print button, you can print a Truth in Lending Statement, an Amortization of Payments and Charges, and/or a coupon book for patients.
To learn more, see the Payment Agreements Benefit You and Your Patients and See All Your Patient Payment Agreements in One Place articles in the Dentrix Magazine online archive.

Tuesday, July 4, 2017

Finding Patients Not Attached to Continuing Care

Updated 10/7/2019

Occasionally, patients who haven’t been in for a while will call to schedule an appointment, and they’ll tell you they didn’t receive any kind of reminder that they were due for a cleaning. This usually happens when the patient isn’t attached to continuing care in Dentrix, so Dentrix can’t track when that patient is due. You can prevent this by generating a list of patients who haven’t been attached to continuing care.

To find patients not attached to continuing care:
  1. From the Continuing Care module, click Views > Temporary View.


  2. In the Type group box, select the continuing care type you want to focus on, and select Without CC. Leave all other settings at the default and click OK to generate a list of matching patients.
Additional Tips
  • Once you have generated a list of patients who aren't attached to a continuing care type, you can easily manually attach that type to the patient. Select a name on the list and click Edit > Selected Patient's Continuing Care. Select the type you want to attach to the patient, and click Set. Set the continuing care options as needed and click OK.
  • To learn more, read Accessing the Continuing Care List in the Dentrix Help.

Take the online Dentrix Continuing Care Mastery course to learn more about setting up and maintaining your continuing care system. Log in to the Dentrix Resource Center,and follow these steps:

  1. In the Get Your Training section, click Enter.
  2. Click Register to create your learner account, or log in if you already have one.
  3. Then, under Study for Mastery, click Courses and select the Continuing Care Mastery course.