Posting finance and late charges

You can apply finance charges when balances are not paid within a given length of time. You have the flexibility to apply finance charges to all accounts that meet specific criteria or to post a single finance charge to an individual account.

You can use late charges to charge accounts that are late in making payments toward an existing balance. With Dentrix, you can quickly assess late charges to all accounts that have missed their payment due date, or you can post a single late charge to an individual account.

To post finance or late charges

1.   With a patient selected in the Ledger, from the Transaction menu, click Enter Finance Charge or Late Charge.

The Enter Finance Charge or Late Charge dialog box appears.

 

2.   To change the procedure date from the current date, type the appropriate date in the Date text box.

3.   Select Finance Charge or Late Charge.

4.   Type the Amount to charge to the account.

5.   To attach the charge to a provider other than the guarantor’s primary provider, click the Provider search button.

The Select Provider dialog box appears.

6.   Select the appropriate provider, and then click OK.

7.   To provide clarification for a finance or a late charge, type an explanation in the Note field, click the spell check button to check the spelling of the note text.

8.   Click OK.