Every day your practice receives payments — whether cash payments at the time of service, check payments to cover a family’s balance, or credit card payments. You want to ensure that the payments are correctly handled and accurately posted to the patient’s account. With the Enter Payment utility, you can correctly and accurately post and edit payments in a single payment window.
Watch this video to learn how to post and edit patient payments. (Duration 2:59)
Additional Tips
- If you use the Split By Family Members method, you cannot use Split By Providers from the Provider field, as Dentrix automatically selects the providers owed and the amounts paid, according to the designated Split Method; however, you can add providers to patient payments in the Details field.
- If you select Split By Provider or Split By Family Members, you must select one of the following split methods:
- Percentage Payments – Divides the payment among the providers according to the provider’s percentage of the total amount owed. The provider who is owed the most receives the largest portion of the payment.
- Guarantor Estimate – Applies the payment to providers who have balances as guarantor estimates, and it ignores provider balances that Dentrix estimates will be paid by insurance companies.
- FIFO (First In First Out) – Applies the payment toward the oldest completed procedures first.
- Equal Payments – Splits payment amounts equally among all providers with debit balances.
- Click the Details button to display the details of the patient’s outstanding balance and how the payment will be applied to their provider(s), according to the selected Split Method.
- If you know that the payment should apply to a specific balance, select the patients and/or providers to whom it applies and click the Give Payment Priority to selected item button.
- If you allocate only part of the payment, the Remaining Amount will change, showing how much of the payment remains. You must also allocate the residual amount to bring the Remaining Amount to zero; otherwise, Dentrix will not allow you to proceed with the payment.
- If the payment is in history, and the amount is incorrect, post an adjustment to offset the incorrect amount.
- To learn more about posting and editing patient payments, read the Entering Patient Payments topics in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Use the following information to post a payment for Brent Crosby:
- Enter a $150.00 VISA payment.
- Split the payment by family members, according to the guarantor estimate.