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Analytics Payments: Writing Payments Back Into Your Practice Management Software
Analytics Payments: Writing Payments Back Into Your Practice Management Software

Save time by having Analytics Payments written back into your Practice Management Software!

Erika Gardner avatar
Written by Erika Gardner
Updated over a year ago

This article is about our Payments Solution through our Analytics Module. If you are looking for information regarding our Payments Solution the Engagement Module click here.

We give you the option to have successful payments written back automatically to your Practice Management Software (PMS) ledger for Dentrix, Eaglesoft, and OpenDental.

Writeback happens after the payment clears your practice's bank account. The ledger will reflect the payment according to the Practice Management Software default allocation.

During your Analytics Payments set up, you have the opportunity to enable payment writebacks. You can also enable Analytics Payment writebacks in your Dental Intelligence Settings.

Note: Payments writeback is not currently available for Fuse or Dentrix Enterprise

Follow our step by step instructions below:


How to Enable Automatic Ledger Write Back

  1. Access Settings by clicking on the gear icon in the upper right hand corner

  2. Select Payments from the left side menu

  3. Click on Ledger Write Back & PMS Notes

  4. Toggle the Write Payment to Ledger on

  5. Select the desired Payment Allocation option. These are pulled directly from your practice management software. We recommend selecting or creating a custom payment method in your practice management software so that you can identify the payments received via Analytics Payments.

    1. Post payment to patient account balance: Payment is posted to the ledger but this option does not allocate the payment to a specific procedure.

    2. Post payment to oldest group/family balance: The ledger will reflect the payment according to the practice management software default allocation. For example, we apply the payment to the oldest balance-due portion of the total balance. If any remains, we apply the remaining to the next, and so on until the full payment is allocated.

  6. Select the Write Back Status. These are pulled directly from your practice management software. We recommend selecting or creating a custom status that helps you identify the payments made through Analytics Payments.

  7. Toggle on Add Patient Notes in PMS if you want a note made about the time and date that Analytics Payment requests were sent made into your Practice Management Software.

  8. Save your changes

Important Note: Allocation will post under the primary (or preferred) provider in your Practice Management Software.

To learn more about where the Patient Payment Notes are written back in your Practice Management Software, click here!


Adding a New Payment Type to Your PMS

If you would like to add a new payment type in your Practice Management Software for the Analytics Payments write back status, refer to the resources linked below:

If you need additional assistance, we recommend reaching out to your Practice Management Software's support team.


How to Use the Update to Ledger List

What is the Update to Ledger List?

The Update to Ledger list will inform you of all patients whose payment completed through Analytics Payments was not automatically write-back to the ledger in your Practice Management Software. This should not occur often if you enable the Automatic Ledger Write back but acts as a safety net so a team member within the practice can manually enter the information in the patient's ledger. If you choose not to enable the Automatic Write Back, or see a patient appear in this list, refer to the instructions below.

  1. Check the Update to Ledger List daily

  2. If a patient appears in this list, record the payment in your Practice Management Software

  3. When completed, go back to the Update Ledger list in the Payments dashboard and mark the patient as recorded on this list

Keywords: di. payments, di.payments, DI Payments, di payments

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