Running the Future Due Payment Plans utility

To post charges to all accounts with a future due payment plan, run the Future Due Payment Plans utility monthly. While you may run the utility at any time during the month, it is important to run it consistently and at approximately the same time each month.

To run the Future Due Payment Plans utility

1.   Complete the following:

·        Close Easy Dental on all workstations in the office.

·        From the file server, complete a backup of your EZDental directory.

·        Open the Accounts module on one computer.

2.   In the Accounts toolbar, click Month End, and then click Future Due Payment Plan.

The Future Due Payment Plan Update dialog box appears.

 

3.   Select the providers whose patients have payment plan charges posted.

4.   Select the billing types that have payment plan charges posted.

5.   To create insurance claims for all posted charges, select Create Insurance Claim(s).

Note: Created insurance claims are posted in the Batch Processor to be printed or sent electronically at a later time.

6.   Click OK.