Dentrix Enterprise

Electronic Insurance Payments

There is an option to choose electronic payment when posting an insurance payment, however, there's no way to distinguish that on reports. So the option is there, but it doesn't really serve any purpose the way it's set up. There should be a "insurance - check payment" and "insurance - EFT payment" on the daysheet receipts like check payment or check payment by mail.
  • Guest
  • Sep 20 2018
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  • Guest commented
    June 08, 2022 18:21

    I agree with this idea. It's cumbersome to have to manually add up the checks vs. electronic payments to balance at the end of the day when the data is there already in Dentrix. It would be an easy change to the report.