Method 1 – Access the patient’s Ledger in one of three ways –
(1) Click the “Transactions” Menu and choose the “Ledger” option from the drop-down box
(2) Click the Ledger icon in the picture toolbar
(3) Click the Ledger button
From the Ledger screen, click the Payments/Adjustments button and ensure the “Payment Types” radial button is selected. Choose the desired payment method, input the required information for that payment method, and click Apply.
Method 2 – Access the patient’s Transactions Entry screen in one of two ways –
(1) Click the “Transactions” Menu and choose the “Transaction Entry” option from the drop-down box
(2) Click the Transaction Entry icon in the picture toolbar
From the Transactions Entry screen, choose the Payments/Adjustments tab and ensure the “Payment Types” radial button is selected. Choose the desired payment method, input the required information for that payment method, and click Apply.
NOTE: To reduce an office’s overall Accounts Receivable (Aging) amount, Denticon advises the “Apply To” field remain as Responsible Party to correctly apply payments to the most outstanding Accounts Receivable amount.