Dentrix Enterprise has two general categories for payments: insurance payments and guarantor payments. Payments relating to an insurance claim generated in Dentrix Enterprise are categorized as insurance payments. Payments received from patients are categorized as guarantor payments. To assist you in classifying the different types of payments received from patients, guarantor payment types can be customized and added. You can define up to 99 payment types.
Spelling and grammar are important when creating payment types. Be sure to make payment types understandable and professional as they will be printed on billing and walkout statements as a description of any payments made.
To customize Payment Types
In the Practice Definitions dialog box, in the Definition Type list, select Payment Types.
The corresponding definitions appear in the list to the right.
Do any of the following:
If there are fewer than 99 definitions, to add a definition, do the following:
Click Add.
Note: This button is available only if there are not already 99 definitions.
The Add Payment Type dialog box appears.
In the Description box, enter a description for the payment type.
To use this payment type for processing credit cards through Axia or Dentrix Enterprise Pay, select the Associate with Credit Card Processing check box.
Click OK.
Note: The new definition is added in the first available spot (if there are no gaps in the sequence, it will be the last item) and given an ID.
To edit a definition, do the following:
Select a definition.
Note: Changing the definition for a payment type affects all payments that have been posted to any patients' ledgers using that payment type.
Click Edit.
The Edit Payment Type dialog box appears.
Change any of the following options:
Description - Enter a new description for the payment type.
Associate with Credit Card Processing - To use this payment type for processing credit cards through Axia or Dentrix Enterprise Pay, select this check box; otherwise, clear the check box.
Click OK.
To delete a definition, do the following:
Select a definition, and then click Delete.
Note: You cannot delete the definition for a payment type that is associated with a payment that has been posted to any patients' ledgers.
A confirmation message appears.
Click Yes.