Since Dentrix Enterprise uses line-item accounting, payments and adjustments should be applied to posted procedures. However, for times when it is necessary to suspend a payment or credit (such as for a pre-payment or an overpayment), you may do so. Then, once charges are posted, you can apply the suspended amount toward those charges.
Notes:
Also, you can use the Suspended Credits Manager to apply suspended credits on multiple accounts.
Applying suspended credits requires the "Suspended Credits, Apply" security right.
To see which charges and credits are linked, select a transaction in Ledger, expand the View menu, and then click Show Transaction Links. All linked transactions will be selected.
To apply suspended credits
With a patient selected in Ledger, on the Transaction menu, click Apply Suspended Credits.
If applicable, do one of the following:
If the Password - Suspended Credits, Apply dialog box appears, user verification has been assigned to the "Suspended Credits, Apply" task. Do one of the following:
If your user account has been granted the "Suspended Credits, Apply" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Suspended Credits, Apply" security right, have a user with permission temporarily override this restriction so you can apply suspended credits this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Suspended Credits, Apply" security right. To have a user with permission temporarily override this restriction so you can apply suspended credits this one time, do the following:
On the message, click Yes.
In the Password - Suspended Credits, Apply dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Apply Suspended Credits dialog box appears.
According to a preference setting, by default, either the patient who is currently selected in Ledger or <Family> is selected from the Apply to Charges for list, but you can select a different option. To change what is being viewed, do one of the following:
Select <Family> to view suspended credits and charges for the entire family and for each family member.
Select a name to view suspended credits for the entire family and for the selected family member, and to view charges only for the selected family member.
Do any of the following as needed:
To view or update the note for a suspended credit (which can be a payment or a credit adjustment), do the following:
In the Select Suspended Credit(s) to Apply list, select a suspended credit.
Click Note (this button is available only if one suspended credit is selected).
One of the following occurs:
If a payment is selected, the Payment Note dialog box appears.
If a credit adjustment is selected, the Credit Adjustment Note dialog box appears.
In the Note box, change the note text as needed. However, the note text will be saved only if your user account has been granted either the "Guarantor Payment, Edit" security right (to edit a patient payment) or the "Credit Adjustment, Edit" security right (to edit a credit adjustment).
Click OK.
To apply suspended credits to charges with a guarantor portion according to age, do the following:
In the Select Suspended Credit(s) to Apply list, select the desired suspended credits.
Notes:
To select multiple suspended credits, click a suspended credit, and then, while pressing the Ctrl key, click the other desired suspended credits.
To select all the suspended credits, click Select All.
Click Apply Credit(s).
Dentrix Enterprise allocates the suspended credits to the oldest charge first, then to the next oldest charge if there is a remaining amount to be applied, and so forth. The applied amount will not exceed the amount in the Total Guar Est box.
Notes:
A suspended credit is applied to a charge up to the estimated guarantor portion (in the Guar Est column).
A suspended credit that is associated with a specific family member can be applied only to a charge for that family member.
A suspended credit that is associated with the family can be applied to a charge for the family or any family member.
A suspended credit is not applied automatically to a charge that was flagged as "Do Not Allocate Automatically" (the Do Not Automatically Allocate checkbox was selected during the posting of the corresponding payment or credit adjustment).
The amount of the suspended credit that is applied to each charge appears in the Applied column.
To apply suspended credits to specific charges, do the following:
In the Select Suspended Credit(s) to Apply list, select the desired suspended credits.
Notes:
To select multiple suspended credits, click a suspended credit, and then, while pressing the Ctrl key, click the other desired suspended credits.
To select all the suspended credits, click Select All.
In the lower list, select the desired charges.
Notes:
To select multiple charges, click a charge, and then, while pressing the Ctrl key, click the other desired charges.
If a suspended credit that is associated with a specific family member is selected, at least one of the selected charges must be for that family member. If a suspended credit that is associated with the family is selected, charges for the family and/or any family member can be selected.
Click Apply Credit(s).
Dentrix Enterprise allocates the suspended credits to the selected charges.
Notes:
A suspended credit is applied to a charge up to the estimated guarantor portion (in the Guar Est column).
A suspended credit that is associated with a specific family member can be applied only to a charge for that family member.
A suspended credit that is associated with the family can be applied to a charge for the family or any family member.
A suspended credit is not applied automatically to a charge that was flagged as "Do Not Allocate Automatically" (the Do Not Automatically Allocate checkbox was selected during the posting of the corresponding payment or credit adjustment).
The amount of the suspended credit that is applied to each charge appears in the Applied column.
To apply a specific suspended credit or a portion thereof to a specific charge, do the following:
In the Select Suspended Credit(s) to Apply list, select the desired suspended credit.
In
the lower list, double-click the desired charge to allow editing
of the applied amount (in the Applied
column), enter the correct amount to be applied, and then click the check
mark 
.
Note: The applied amount cannot exceed the estimated guarantor portion (in the Guar Est column).
To remove all the applied amounts, click Remove Applied.
Click OK/Post.