Entering batch patient payments

Depending on your billing cycles, the arrival of the mail often generates a number of payments that you must enter. Using the Dentrix Batch Payment Entry feature, you can group payments together and enter them as a single batch from one dialog box, saving you valuable time.

To enter a batch patient payment

1.   In the Ledger, click File, and then click Enter Batch Payments.

The Batch Payment Entry dialog box appears.

2.   Click the Patient button.

The Select Patient dialog box appears.

3.   Select the appropriate patient, and then click OK.

The Enter Payment dialog box appears.

4.   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, Dentrix applies the payment 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.

5.   Repeat steps 2 – 4 for any other payments you want to include in the batch.

6.   When you are finished making payment entries, compare the number of entries made to the number of payments on hand.

7.   To make corrections to any payment that you have already entered, double-click the entry.

The Enter Payment dialog box appears.

8.   Change any incorrect information, and then click OK.