Posting payments through Dentrix Pay reduces costly human error, prevents double entries in your Ledger, and improves overall cost savings for your practice.
Watch this video to learn how to post a Dentrix Pay payment for a patient. (Duration 2:34)
Key Information
Dentrix Pay will not allow you to process an amount that is $0.00 (or less).
When a Dentrix Pay enabled payment type is selected, the following changes take place in the Enter Payment window:
The Date field greys out (you must use the current date).
The Check/Payment # and Bank/Branch # fields disappear.
The OK button changes to a Process Card button.
A Manually enter card number checkbox appears.
If the credit card is not physically present, but you have the card number, check the Manually enter credit card number checkbox before clicking the Process Card button. Then, enter the number on the PINpad, when prompted.
Acceptable payment types include credit and debit cards, EMV chip-enabled cards, and Near Field Communication (NFC) devices, such as ApplePay®, SamsungPay®, or Android Pay®. However, NFC payments cannot exceed $100.00.
If customers select Debit, they can only swipe their card (even if it's an EMV chip-enabled debit card), and they must enter a pin-number. If they select Credit, they can use a credit card or their debit card as a credit card.
If a debit swipe does not work, the customer cannot manually enter the card number; however, the patient can select Credit and use their debit card as a credit card and manually enter the card number. Also, the office must make sure to check the Manually enter card number checkbox in the Enter Payment window.
Dental offices cannot disable the Debit option on a PINpad or in Dentrix Pay.
Payments are recognized in the View or Change Credit Card Payment window by a notation just before the card number, such as DBT (for debit), VISA, etc.
You can designate which Payment Types are used by Dentrix Pay in the Ledger Posting Options tab in Dentrix Pay Setup (For help with Dentrix Pay enabled payment types, refer to the quick start guide "Enabling Dentrix Pay.")
If you attempt to delete a Dentrix Pay payment from the Ledger, you will be warned that deleting removes the payment from the Ledger, but it does not remove it from the merchant account, which can only be accomplished by voiding and/or refunding the payment to the card that was used for the initial payment. Also, if you delete the payment, it no longer exists in the Ledger; therefore, you cannot void or refund it later or print receipts for it.
With Dentrix Pay, there is no need to save receipts in the Document Center, as all receipts can be retrieved directly from the Ledger.
Electronic signatures are only printed on merchant copies of credit card receipts. You can designate the receipt printer in Dentrix Pay Setup to print one or the other receipt or both. (For help with receipts, refer to the "Enabling Dentrix Pay" quick start guide.).
If needed, you can always reprint receipts for any Dentrix Pay transaction that has not been deleted from the Ledger.
If any member of the family has a saved credit card on file, the Process Card button will appear as a drop-down payment menu. From this menu, you can select a saved card (see image below).
