Posting insurance credit card payments

If your office uses Dentrix Ascend Pay, and you choose not to process an insurance credit card payment by entering a bulk insurance credit card payment, you can process the payment on the Worldpay OmniFlex website (https://www.virtualterminal.com) and manually post the payment to the patient's ledger in Dentrix Ascend.

Notes:

• If you post an insurance credit card payment in a patient's ledger, you cannot process the card using the Dentrix Ascend Pay integration.

• Any transactions that you process on the Worldpay OmniFlex website you must enter in Dentrix Ascend manually.

To post an insurance credit card payment

• On the Worldpay OmniFlex website, process a payment using the credit card from the insurance carrier.

• In Dentrix Ascend, post an insurance payment to the patient's ledger similarly to how you would without Dentrix Ascend Pay, but make sure to set up the payment details so that you can reconcile credit card payments at the end of the day:

  • From the Method list, select Insurance Payment - Electronic or Insurance Payment - Credit Card.

  • Depending on your reporting needs, you may want to provide the following payment details:

    • Reference # - Enter the type of credit card and the last four digits of the card number. This option is available only if the payment method is Insurance Payment - Electronic.

    • Transaction ID - The credit card transaction ID. This option is available only if the payment method is Insurance Payment - Credit Card.

    • Tags - Add a tag that identifies the payment as a credit card from an insurance carrier.

    • Xfer Reason(s) - If applicable, select or create reasons for a transfer of responsibility as needed.

  

Tip: To reconcile credit card payments at the end of the day, you can add the total amount of credit card payments, the total amount of electronic insurance payments that have credit card numbers, and the total amount of insurance credit card payments.