Automatic, recurring payments are setup directly with the merchant. When the office confirms that the automatic payment has been successfully processed by the merchnt, the office should record the financial transaction in Denticon:
· Access the patient’s Transaction Entry screen:
o click the word “Transactions” and choose the “Transaction Entry” option from the drop-down box
o click the Transaction Entry icon in the picture toolbar
· Select the Payment/Adjustments tab
· Select the “Payment Types” radio button
· Select an auto-ACH payment type (depending on the office setup, the payment type may be “PMT-AUTO-Check,” “PMT-AUTO/RECUR-Check,” “PMT-AUTO-e-Check,” “PMT-AUTO/RECUR-e-Check,” or similar)
· Indicate the processed payment amount
· Enter payment notes, if desired
· Click the Apply button
The successful payment transaction is shown on the Transaction Entry screen. The transaction will also show on the Account Ledger.