When you enter a payment in the Ledger, you can apply it to the current patient (default) or the family account (not recommended), or you can split the payment by family member. When you apply a payment to the family, it's applied to the oldest balance. By default, payments are applied to the current patient, but you can change the default and apply payments to the family account, or you can split the payment by family member. When you make a payment or an adjustment in the Ledger, this default is selected automatically. You can always change the patient assignment when entering a transaction.
To change a payment default
1. In the Ledger, click Transaction, and then click Enter Payment.
The Enter Payment dialog box appears.
2. Click the Settings icon.
The Default Payment/Adjustment Assignment Options dialog box appears.
3. Do one or more of the following:
· Provider - Select one of the following options:
· Split By Provider - (Default) Splits any payments among providers.
· To Guarantor's Primary Provider - Assigns payment to the guarantor’s primary provider only.
· Patient - Select one of the following options:
· Current Patient - (Default) Applies payment to the current patient’s account only.
· Family Account - (Not recommended) Applies payment to an entire family.
· Split By Family Members - Splits payment among family members.
· Split Method - Select one of the following options:
· Guarantor Estimate - (Default) Applies the payment to providers who have balances as guarantor estimates and ignores provider balances that Dentrix estimates insurance will pay the remainder of.
· Percentage Payments/Adjustments - Divides payments and adjustments among the providers according to the provider’s percentage of the total amount owed.
· FIFO (First In First Out) - Applies the payment toward the oldest completed procedures first.
· Equal Payments/Adjustments - Splits payment and adjustment amounts equally among all providers with debit balances.
4. Select Do not auto-allocate to inactive providers.
5. Click OK.