Posting payments

In Dentrix, the “Balance Forward” General Accounting Principal is used to calculate account balances. This means that all charges are combined in a family into one balance. However, you also have the capability to view individual patient balances and to post payments to an individual patient. When a patient makes a payment, you can apply it to the whole family and thus the oldest balance, you can apply the payment to an individual’s balance only, or you can split the payment by family members.

To post a payment

1.   With a patient selected in the Ledger, click Transaction, and then click Enter Payment.

The Enter Payment dialog box appears.  

2.   Do the following:

·        Date – Type a date to change the procedure date from the current date.

·        Type – Select the appropriate payment type from the list.

·        Amount – Type the payment amount (up to 10 characters) in dollars.

·        Cheque/Payment # – Type the number (up to 20 characters).

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

·        Provider – Select a provider from the list. (Default is to split the payment by provider.)

·        Patient – Select the appropriate patient from the list, or select Split By Family Members. (Default is to apply the payment to the selected patient in the Ledger. If you select Split By Family Members, the payment is applied to the oldest family balance and posts it to the guarantor’s ledger.)

·        Apply To Payment Agreement – (Selected automatically if the account has a payment agreement.) Clear the option if the payment should not be applied to the payment agreement.

·        Note – Type a note to document any unusual circumstances related to the payment.

3.   Click OK.