Tuesday, August 14, 2018

Viewing All Patients with Payment Agreements

Updated 10/9/2018

Payment agreements represent income for your practice. Once you’ve set up an agreements for patients, the most important thing you need to do every month is follow up on those agreements and make sure patients are paying as you agreed. The new Payment Agreement Manager, available in Dentrix G6.4 or later, makes this important task easier and more convenient. Now you can view a list of all your patients with payment agreements and their agreement details without running reports and opening the Ledger for individual patients.

First, you can quickly generate a list of all patients on a payment plan from the Ledger by clicking File > Payment Agreement Manager.


From the Payment Agreement Manager you can view the payment agreement information for all patients at once, or double-click any name to see the agreement details.

Unlike a regular report, you can sort the information in the Payment Agreement Manager. Want to arrange the list by remaining balance, largest to smallest? Click the Balance Remaining column header, and the list is rearranged just the way you want it.

You can also hide or show additional columns of information, as well as arrange columns to fit your needs. Right-click any column header, and a list of available options is shown. Items shown with a check mark are already visible in the list, and more can be added with a simple click.

For additional information, read See All Your Patient Payment Agreements in One Place in the Dentrix Magazine online article archive.

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