We give you the option in your di Payment Settings to have all payment request attempts written into the Patients Notes in your Practice Management Software AND to have successful payments written back automatically to your Ledger.


Where will the Payment Request Notes Appear in my Practice Management Software?

The di Payment attempt notes will appear in the same place as the Follow Up Push Notes. Refer to the corresponding article for your current Practice Management Software to learn where you can access these:

Dentrix

Eaglesoft

Open Dental


Where do Customer Payments Appear in my Practice Management Software?

The Payment Write-back happens after the payment clears your practice bank account. The ledger will reflect the payment according to the Practice Management Softwares 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. The default for payments write-back is off. With write-back off, the AR Administrator must manually enter each payment from the "Update Ledger" list into the Practice Management System. After writing all payments into the PMS, check each payment and click Update to remove them from the list.


To learn how to enable di Payments Write-backs, refer to the following article:

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