We give you the option to have successful payments written back automatically to your Practice Management Software (PMS) Ledger for Dentrix, Eaglesoft, and OpenDental. *Not currently available for Fuse.

Write-back 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 di. Payments set up you would have had the opportunity to enable payment writebacks. You can also enable di. Payment writebacks in your Dental Intelligence Settings. Follow our easy step by step instructions below:

Step by Step Instructions:

  1. Hover over your initials in the lower left hand corner

  2. Select the Settings

  3. Select the Payments Setting

  4. Click on Ledger Writeback & PMS Notes

  5. Toggle the Write Payment to Ledger ON

  6. Select Your Payment Allocation Option - these are pulled directly from your PMS. We recommend selecting or creating a custom payment method in your practice management software so that you can identify the payments received through di. Payments.

    1. Post Payment and Allocate - The ledger will reflect the payment according to the PMS 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.

    2. Post Payment Only - Payment is posted to the ledger but this option does not allocate the payment to a specific procedure.

  7. Set your Write Back Status - these are pulled directly from your PMS. We recommend selecting or creating a custom status that helps you identify the payments made through di. Payments.

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

  9. Save your changes

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


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

Eaglesoft

Open Dental

Dentrix - please refer to Dentrix Support

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

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