Tuesday, August 27, 2013

Options when Generating the Aging Report

Updated 9/24/2019

The Aging Report shows all the accounts with a balance in a specific aging bracket. This report can customized to show a range of patients, providers, billing types, minimum balance, and minimum days past due. This lets you create a report that only shows you the information you want to see without having to weed through information outside your focus.

Let's say you wanted to concentrate on accounts that haven't made a payment in the last 30 days. By default the Aging Report includes all accounts, regardless of their last payment date. But, you can use the Last Pmt Before date to exclude accounts that have made a recent payment. For example, if the date entered in this field is for the prior month, Dentrix excludes any accounts that have made a guarantor payment within the prior month from the Aging Report.


For additional information about how to generate the Aging Report, see the Aging Report topic in the Dentrix Help.

Tuesday, August 13, 2013

Entering Batch Insurance Check Payments

Updated 8/31/2020

Did you know that Dentrix lets you post payments to multiple claims quickly and easily without having to open each patient's claim individually? The Batch Insurance Payment Entry feature in the Ledger lets you post payments and adjustments for all claims associated with an insurance check, all within the same window. 

You can access this feature from the Ledger by clicking File and then Enter Batch Ins. Payment.  
Under Insurance Payment, in the Amount box, enter the amount of the insurance payment and then select a Payment Type. Depending on the payment type, enter either a check number and bank/branch number, or the last four digits of the card and card description.


Next, select an insurance carrier. All the open claims for the carrier will appear in the list. Don’t be alarmed if multiple open claims appear under Pending Claims. The insurance check may not include payments for all of the claims listed, but all open claims for the carrier will appear in this list.

To make it easier to find the claims you need, click any of the column headers to sort the information. For example, click Subscriber Name, Patient Name, or Date.


Select an open claim from the list and then, under Enter Payment, you will see the itemized detail for the claim. Click the Paid box and enter the amount that was paid by insurance for that procedure. Use the Enter or arrow keys on your keyboard to move quickly to different boxes within this section and update all amounts insurance paid for the procedures.


To update the payment table for a procedure, under the Pmt Table column, select the Update check box for that row. Fill in any adjustment, deductible, and claim status note information as needed. When you've entered the detail for the claim, click Post Claim

Repeat as needed for the other claim payments included on the insurance check. When finished, click Close to post the payments to the Ledger.

For additional information, see the following topics in Dentrix Help:

Tuesday, August 6, 2013

The Batch Payment Entry Utility

Updated 9/27/2019

Did you know you can save time and reduce posting errors by using the Batch Payment Entry utility in the Ledger?

With the Batch Payment Entry utility, you can enter multiple patient payments at a time without having to open each patient's individual Ledger. Using this utility you can save time when posting payments you receive in the mail each day. The utility also helps cut down on posting errors because it lists all the payments entered, allowing you to double-check that payments have been posted correctly.

To enter batch payments:
  1. In the Ledger, click File > Enter Batch Payments.


  2. Click the search button in the Patient Name field and select the name of the patient for whom you will post a payment.


  3. Enter the details of the payment as you normally would, and click OK. The payment details appear in the Batch Payment log.


  4. Repeat steps 2-3 for all other patient payments.
  5. When finished entering payments, compare the Batch Total and number of Entries in the Batch Payment Entry dialog box with your original documents as a cross check.
  6. In the case of a discrepancy, highlight the incorrect entry and click Edit.
  7. Click Close to return to the Ledger.
The next time you have a stack of payments you need to enter, try using the Batch Payment Entry utility, to see how it can streamline your process.

For more information, read the Entering Batch Patient Payments topic in the Dentrix Help.