The Payment Agreement Manager shows you every payment agreement your office has entered into. From the Payment Agreement Manager, you can enter payments without going through the Ledger, and you can sort and filter payment agreements.
To enter a payment agreement payment with Payment Agreement Manager
1. With a patient selected in the Ledger, click File, and then click Payment Agreement Manager.
The Payment Agreement Manager window appears.
2. Click Enter Payment or the Enter Payment toolbar button.
The Enter Payment dialog box appears.
3. Do the following:
Date – If necessary, type a new date, or select one from the calendar.
Payment Types – Select the appropriate payment type from the list.
Amount – Type the amount of the payment.
Check/Payment # – Type the check or the payment number.
Bank/Branch # – Type the appropriate number. (This number appears on the Dentrix Deposit Slip.)
Provider – Defaults to Split By Provider.
Patient – Defaults to the selected patient.
Split Method – Select one of the following options:
Percentage Payments - Divides the payment among the providers according to the provider’s percentage of the total amount owed.
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.
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.
Note – If appropriate, type a note.
4. To apply the payment to the payment agreement balance, click OK.