Dentrix Enterprise can automatically apply suspended credits and post automatic adjustments for re-allocating credits according to selections you make. You can also set up options for handling negative payments and electronic EOBs.
Note: Setting up automatic credit allocation options requires the "Ledger Setup" security right.
To set up the options for automatic credit allocation
In Ledger, on the File menu, click Set Auto Credit Allocation Options.
If applicable, do one of the following:
If the Password - Ledger Setup dialog box appears, user verification has been assigned to the "Ledger Setup" task. Do one of the following:
If your user account has been granted the "Ledger Setup" 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 "Ledger Setup" security right, have a user with permission temporarily override this restriction so you can set up automatic credit allocation options 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 "Ledger Setup" security right. To have a user with permission temporarily override this restriction so you can set up automatic credit allocation options this one time, do the following:
On the message, click Yes.
In the Password - Ledger Setup dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Set Automatic Credit Allocation Options dialog box appears.
Set up the following options:
Automatic Suspended Credit Allocation Options - Select one of the following options:
Automatically Allocate Suspended Credits when Applicable - To automatically allocate any suspended credits to all charges that have a remaining balance. This applies all applicable suspended credits to all applicable charges not just the recently posted charges.
Do Not Automatically Allocate Suspended Credits - To prevent Dentrix Enterprise from automatically allocating any suspended credits.
Automatic Insurance Payment Adjustment Options:
Credit Adjustment Options - Do the following:
To specify which adjustment type to use for a credit adjustment to offset a charge adjustment when a leftover insurance payment amount needs to be automatically allocated, do the following:
Click the -Credit Adjustment Type search button 
.
The Select Adjustment Type dialog box appears.
Select an adjustment type.
Click OK.
Under Automatically Allocate, select one of the following options:
Use Automatic Suspended Credit Allocation Options - To use the selection under Automatic Suspended Credit Allocation Options for insurance credit adjustments.
Flag Adjustment "Do not automatically allocate" - To not have insurance credit adjustments allocated automatically regardless of the selection under Automatic Suspended Credit Allocation Options.
+Charge Adjustment Type - To specify which adjustment type to use for a charge adjustment when a leftover insurance payment amount needs to be automatically allocated, do the following:
Click the search button .
The Select Adjustment Type dialog box appears.
Select an adjustment type.
Click OK.
Itemize Automatic Adjustments for Billing Statements - To itemize automatic adjustments on billing statements, select this checkbox.
Note: You may want to have this checkbox clear because automatic adjustments are always offsetting adjustments, so they will not affect an account balance. Also, offsetting automatic adjustments can be confusing if they are included on billing statements.
Adjustment Type for Negative Payments:
Enable Automatic Adjustments for Insurance Payments - To automatically post negative insurance payments to claims, select this checkbox.
With this checkbox selected, do the following:
To automatically post refund adjustments to replace negative insurance payments to claims, select the Auto-post Refund adjustments to replace negative payments checkbox. A negative payment appears as a charge adjustment on a ledger.
To specify which charge adjustment type to use for automatically replacing a negative insurance payment, do the following:
Click the +Charge Adjustment Type search button .
The Select Adjustment Type dialog box appears.
Select an adjustment type.
Click OK.
Note: You may want to add a new adjustment type for this charge adjustment to the Practice Definitions.
Electronic EOB Options:
Default Provider for Non-Itemized eEOB Charges - Select one of the following options to specify which provider to attach to a charge adjustment if an adjustment claim in an eEOB is not itemized:
Patient's Prov1 - The patient’s primary provider (Prov1 from the Family File record).
Claim-Pay-to-Provider - The pay-to provider on the claim.
Claim Rendering Provider - The rendering provider on the claim.
Claim Billing Provider - The billing provider on the claim.
Calculate adjustments from eEOB with - To have credit adjustments be calculated and applied automatically to procedures on electronic EOBs, select this checkbox. An automatic credit adjustment for a procedure is calculated as the amount billed to insurance, minus the adjustment amount on the EOB, minus the amount posted in Ledger. However, an automatic credit adjustment will be calculated only if the electronic EOB has a corresponding adjustment that references a CO code of 45 or 131. To not allow automatic credit adjustments for electronic EOBs, clear this checkbox.
-Credit Adjustment Type - To select which adjustment type to use by default for credit adjustments in the Batch Insurance Payment Entry dialog box, do the following:
Click the search button .
The Select Adjustment Type dialog box appears.
Select an adjustment type.
Click OK.
+Charge Adjustment Type - To select which adjustment type to use by default for charge adjustments in the Batch Insurance Payment Entry dialog box, do the following:
Click the search button .
The Select Adjustment Type dialog box appears.
Select an adjustment type.
Click OK.
Copy Electronic EOBs to Document Center - To copy electronic EOBs imported into Dentrix Enterprise to Document Center records, select this checkbox. To not copy electronic EOBs to Document Center records, clear this checkbox.
Click OK.