Deleting billing types

Patient settings are lists of certain types of information that can be assigned to patients' records. One such patient setting is for a guarantor's billing type. You can delete billing types as needed. If the unwanted billing type is assigned to any patient records, Dentrix Ascend will prompt you to select a replacement billing type for those patients.

Notes:

• You cannot delete the billing type that is set as the default.

• Deleting billing types affects all locations of your organization.

• Deleting billing types requires the "Manage Patient Settings" security right.

To delete a billing type

1. On the Settings menu, under Patient Care, click (or tap) Patient Settings.

   The Patient Settings page opens.

2. On the left, select Billing Type. The billing types appear in the list on the right. This list corresponds to the Billing Type list on the Basic Info tab of the Patient Information page in a guarantor's record.

   

   Note: If you want to delete the default billing type, you must first set one of the other billing types as the default.

3. Click (or tap) a billing type

   The Edit Billing Type dialog box appears.

   

4. Click (or tap) Remove & Reassign.

5. Do one of the following:

   • If the billing type is not assigned to any patient records, on the Remove & Reassign Billing Type confirmation message that appears, click (or tap) Remove.

     

   • If the billing type is assigned to any patient records, on the Remove & Reassign Billing Type confirmation message that appears, select the replacement billing type to assign to those patient records from the Replace with list, and then click (or tap) Reassign.