You can even fill out a credit card authorization form if you want to automatically charge your patient for a credit card on a given date each month until their payment is fully received. This way, you won`t have to wait for your patient to send their payment or send it over the phone. You wouldn`t forget and you could just send a receipt and credit via email after each payment. The first step in setting up a payment agreement is to open the main notebook and select a patient. On the Ledger toolbar, click the Billing/Payment Agreement button. The Billing Information/Payment Agreement dialog box is displayed. For more information about setting up an agreement, see the Configure payment agreements topic in Dentrix Help. Aside from allowing the dental office to say, “Yes, we offer payment options,” you should also see a higher monthly collection rate and a lower debt problem. The first step to keeping your recovery rate high and requirements low is good communication. Good communication, which includes options for your patient, is best. Do not leave room for misunderstandings or misunderstandings. This dental finance agreement is a great tool to help you! There are a few things that are as important as the document you are presenting! When presenting a financial agreement, it is important to think about making eye contact with your patient. And that`s another good reason to use a script.

If we always say pretty much the same thing, we can easily make eye contact with the patient while we speak. If you haven`t set up a template, select a payment interval: monthly, semi-annual, bi-weekly, or weekly. In the Total agreed amount box, enter the amount that the guarantor will pay as part of the agreement. It can be all the credit or a part. Enter the date of the first payment in the First Pmt Due date box. Then, you can set up the recurring payment by entering either the payment office or the total number of payments. Dentrix then calculates the other field for you. Dental care presented and costs are included in the following.

For example, I would write, “Crowns on teeth#18 &#19. (2 crowns) Estimated total cost $2428.00. The Payment Agreement Manager shows you all the payment agreements your office has with patients. In the Payment Agreement Manager, you can enter payments without going through the Ledger, and you can sort and filter payment agreements. For more information, see “View all your payment agreements in one place.” You can also use payment agreements to help your patients fund procedures that are only partially or not covered by their insurance plans. For example, you may have a patient who chooses an implant rather than a bridge. With a payment agreement, you can help your patient finance the costs of the implant that their insurance does not cover. And with Dentrix, you can set the terms of the payment agreement, including financing fees, interest rates, late fees, and additional deadlines. The flexibility of lifespans can be determined from one patient to another.

Enter the other terms of the payment contract, for example. B annual financing costs. Select whether you want to charge a deferred fee for this agreement and, in this context, enter the late fee information. From time to time, you may have patients who need other payment options. If so, you can set up a payment agreement. A payment agreement is a powerful tool from Dentrix that has been designed to help you and your patients. However, if you opt to set up a payment agreement, you should limit the number of accounts you agree to fund and only fund patients whose terms you are sure you can meet the terms of the payment agreement. You are neither a bank nor a non-profit organization.

And while Dentrix simplifies tracking payment agreements, you may not have the staff, time, or expertise to provide and manage payment agreements with a large percentage of your patients.