When mail arrives, it often includes payments from patients, which need to be entered into the Ledger. Using the Batch Payment Entry process, you can enter payments as a single batch from one dialog box. This saves you time from having to reopen the Ledger for every patient for whom you have to process a payment.
Watch the following video to learn how to process batch payments. (Duration 1:04)
Additional Tips
- To correct a payment that was entered and posted incorrectly with the Batch Payment Entry process, delete the incorrect payment from the patient’s Ledger and re-enter the correct payment with the Batch Payment Entry process or the Enter Payment process.
- The Batch Payment Entry process is for patient payments only. Do not use it to enter batch insurance payments, as Dentrix has a separate Batch Insurance Payment Entry process for batch insurance payments.
- To learn more about processing batch payments, read Entering Batch Patient Payments 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 Batch Payment Entry process to make the following patient payments:
- Brent Crosby, check #990, $27.50
- Paul Aspen, VISA payment, $221.00
- Mary Brown, VISA payment, $65.40