is there a softdent report to run account payments versus patient payments

by Dayna Cummerata 10 min read

SoftDent: Running or Printing an Account Aging Report

29 hours ago  · Prior AR Report: Example if an account was set up as ICM 1 and a patient came in for a $ 1,000 procedure and made a personal payment of $500, the prior report would show the account balance as $ 500 and the outstanding insurance $ 1,000. New AR report: With that … >> Go To The Portal


How do I run a new patient report in Softdent?

To run the New Account List report:Select Reports > Account > First Visit. ... Select an output and click OK. ... In the Date Range of First Visit section, click the drop-down arrows to select the starting and ending dates from a calendar.More items...•

How do I post a payment on Softdent?

0:462:23SoftDent: Processing Payments with ePayments Secure - YouTubeYouTubeStart of suggested clipEnd of suggested clipList window click payments on the payment window select personal and select a credit card code enterMoreList window click payments on the payment window select personal and select a credit card code enter the card payment amount and click post.

How do you add a patient in Softdent?

To add a new patient or account from the Daily Appointments or Book At A Glance windows: Select an option: In the Daily Appointments window:Select a time slot, and select Appoint For New Patient/Account. In the Book At A Glance window:Select a time slot, and select Appoint For New Patient/Account.

How do I cancel a Softdent claim?

From the Outstanding Ins window Toolbar, select View Claim. 7. From the Express Bar Options List, select Cancel Claim.

How do I schedule an appointment with Softdent?

Click List to open the patient list window.Highlight the desired patient in the list.Press on the keyboard to open the patient treatment plan window.Click Options.Select Schedule Appt.Select the proper treatment group and edit any provider information if needed.Click OK.Click Appt Book.More items...•