You can automatically post charges due on all accounts that have a future due payment plan. We recommend that you do this monthly; however, you should only do this if you have set up payment plans for accounts that must be automatically charged an agreed-upon monthly amount—most commonly done with orthodontic accounts.
While you can process future due payment plans at any time during the month, we recommend that you do so at the same time each month. When you process them, you can add a transaction to the Ledger for each patient who has a payment plan. Each transaction contains the procedure code and charge amount that are set up for the payment plan. In order to add a transaction, you must select the Auto Charge option for the payment plan.
To update a future due payment plan
1. From the file server, complete a backup of your Dentrix directory. (Please read Backing up the Dentrix database or refer to your hardware technician for assistance in creating a backup.)
Important: We strongly recommend that you have a current backup before proceeding.
2. In the Ledger, click Task Scheduler.
The Reports and Tasks Scheduler dialog box appears.
3. In the Available Tasks list, right-click Future Due Payment Plan Update.
The following options appear.
4. Select the appropriate option:
· Run Now.
· Add to Queue and then select a queue from the list.
The Future Due Payment Plan Update dialog box appears.
5. Complete the following:
· Select Provider – Select the providers whose patients you want to apply late charges to.
· Select Billing Type – Select the billing types that you want to apply late charges to.
Note: By default, all providers and billing types are selected.
6. Click OK.
· If you selected Run Now, late charges are calculated immediately. If you selected Monthly, Yearly, or Daily, the Future Due Payment Plan Update task is activated in the Scheduled Tasks list.
· If you selected Add to new queue, after you click OK, the New Queue dialog box appears. Name the new queue, and set how often you want the Future Due Payment Plan Update task to recur.