Customizing payment types

Dentrix has two general categories for payments: insurance payments and guarantor payments. Payments relating to an insurance claim are categorized as insurance payments and payments received from patients as guarantor payments. To assist you in classifying the different types of payments received from patients, you can customize and add guarantor payment types.

Notes:

• You can have a total of 40 payment types.

• Spelling and diction are important when creating payment types. Make sure that payment types are understandable and professional, since they are printed on Billing and Walkout Statements as a description of any payments made.

To customize payment types

1.   From the Maintenance menu in the Office Manager, point to Practice Setup, and then click Definitions.

The Practice Definitions dialog box appears.

2.   From the Definition Type list, select Payment Types.

The current list of payment types appears.

3.   Do one of the following:

• To add a payment type, under Definition Text, type a description and click Add.

• To change a payment type, select the type that you want to change and type a new description. Click Change. To learn more, click Changing a practice definition.

• To delete a payment type, select it, and then click Delete. To learn more, click Deleting a practice definition.