You can post charges due on all accounts with a future due payment plan. The utility should be run on a monthly basis.
While you can run the utility at any time during the month, it is important to run it consistently and at approximately the same time each month.
Note: Processing future due payment plans requires the "Month End - Payment Plan" security right.
To process future due payment plans
With only Office Manager open on a computer, and while logged in to the Central clinic, close all Dentrix Enterprise modules on all other computers, and then back up your Dentrix Enterprise database.
On the same computer, enable single-user mode.
On the same computer, open Ledger.
On the Month End menu, click Future Due Payment Plan.
The Future Due Payment Plan Update dialog box appears.
Set up the following options:
Charge Date - This date is used as the transaction date for each payment plan charge entry. By default, the current date (in a mm/dd/yyyy format) is entered, but you can change the date.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Select Clinic - Either select the clinics with patients to whom you want to apply finance charges, or select the All Clinics checkbox to include all clinics.
Primary Providers - Either select the primary providers (Prov1 in Family File) of patients to whom you want to apply payment plan charges (only primary providers are listed), or select the All Providers checkbox to include all primary providers.
Billing Types - Either select the billing types of patients to whom you want to apply payment plan charges, or select the All Types check box to include all accounts regardless of billing type.
Create Insurance Claim(s) - To have Dentrix Enterprise create insurance claims for the payment plan charges posted, select this checkbox.
Click OK.
Turn off single-user mode in Office Manager.