Dentrix Tip – Financial Notes

Has the doctor offered a friends and family discount? Has the patient agreed to pay her balance in three months? Have you agreed to a refund or to apply a previous payment to future treatment? These and many more situations come up with fees and payments. The last thing you want to do is forget the arrangement or offend a patient. And people are very touchy when it comes to money. Don’t leave these things to chance. Don’t rely on your memory, write it down.

Dentrix has multiple note fields including a Financial Notes section that is specifically designed for these important notes. Use it.

The Ledger is another key area where notes are valuable. Because money is a big deal to everyone involved, it’s important to keep good notes about payments, additional charges, and/or adjustments that were made on a patient account, and to document terms and agreements made about an overdue balance.

Source: Dentrix Tip Tuesdays: Dentrix Notes Part III: Financial Notes

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