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Ability to Apply Suspended Credits For Insurance Overpayment After Month Has Closed

Ability to apply suspended credit after the month has closed. Example, say a patient payment is applied to the procedure before insurance pays, but when insurance pays, they pay more than what we estimated leaving a credit, but then the month gets closed and those credits are suspended and therefore frozen. Need to be able to fix this, without having to call Dentrix and have them run a Script-165.

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  • Dolores commented  ·   ·  Flag as inappropriate

    We don't apply the patient portion payments to the insurance claims. I have them just suspend the payment not apply it to the claim then when insurance comes in and pays then I apply suspended $. Didn't like seeing all that auto debit/credit adjustments on my ledger very confusing.

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