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Premolar III

Should be able to set default payment method

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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

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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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CS Dental Employee
CS Dental Employee

Re: Should be able to set default payment method

Jump to solution

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!

View solution in original post

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Premolar III

Re: Should be able to set default payment method

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Awesome thanks!
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