After posting a bulk insurance payment, I'm taken back to to screen where I can load claims.. But there is nowhere to indicate the parameters of a new bulk check: insurance company, amount, doctor, etc. I have to completely exit out of bulk insurance payments, including answering the question, "Exit insurance payments?". What I'd really like to do is set the parameters for another check.
How do I enter a second - and third and fourth - bulk insurance payment without exiting all the way out of insurance payments?
I think we do have to log out each time. I would also like to request to do multiple bulk payments without always exiting the bulk insurance payment screen. Even if it was just for the same insurance company, like MetLife, that you can do more than one without always having to exit for the next bulk payment.
We use Softdent, so it's look for the insurance tab....under that tab is insurance payments.....under that tab is bulk insurance payment. I am tagging Wendy and Danelle (trainers) to help get a break down on how to use. But it's wonderful when you have multiple payments on one check!!d.canales softdentgirl
Thanks for responding - and also, thank you for all your hard work improving our beloved SoftDent. I can't wait for these ladies to see our 17.1 and 17.2 changes.
ninaclaydental, glad you found it! doctom4300, I totally agree - the Exchange Community is a great way to share useful info. I think it will only continue to get better as more users jump in and join us!
Thank you both for being part of our Exchange Community! Hopefully we'll see you at this year's Global Oral Health Summit in Dallas, Texas in November.