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cromfs
Premolar III

Should be able to set default payment method

For insurance payments, it defaults to Check but we should be able to change this in preferences to Electronic Payment since we have most plans set up on EFT

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CS Dental Employee
CS Dental Employee

Re: Should be able to set default payment method

You can change the insurance payment to default to "electronic deposit."  You might want to create a NEW insurance payment code to differentiate the check payments you receive from the electronic payments.  To do this click on Tables > Payment/Adjustment codes >  Add or Edit and change the the "Default Payment Type" to "electronic deposit."

I hope this helps!

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cromfs
Premolar III

Re: Should be able to set default payment method

Awesome thanks!
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