Entering payment agreement payments

One type of financial arrangement you can make with customers is a payment agreement. Payment agreements are set up by account and not by patient. You can set up one payment agreement per account.

To enter a payment agreement payment

1.   With a patient selected in the Ledger, in the File menu, click Billing/Payment Agreement.

The Billing/Payment Agreement Information dialog box appears.

2.   Click Enter Payment.

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 cheque or the payment number.

·        Bank/Branch # – Type the appropriate number. (This number appears on the Dentrix Deposit Slip.)

·        Provider – Defaults to the patient's provider.

·        Patient – Defaults to Family Account.

·        Note – If appropriate, type a note.

4.   Click OK.

The payment is applied to the payment agreement.