juriz

CDT 2018 & Credit Card Insurance Payments Coming Soon

Discussion created by juriz Employee on Aug 31, 2017
Latest reply on Aug 31, 2017 by johnathan.d

Good morning PracticeWorks community,

 

PracticeWorks 8.0.1 is hot off the press and we are actively working on 8.0.2. This release will include two important updates. 

 

1. CDT 2018 codes

2. Credit Card Insurance Payments

 

I've included a few screen shots showing our progress. 

 

From the insurance payment window the drop down will now include "Credit" as a Payment type. Once selected the Check number field becomes a Memo field. A 15 character description can be entered here. 

Individual Insurance Credit Card Option

 

A new payment type, IP CR will be added to the ledger. Below you see the Memo entered on the Insurance Payment screen. 

New Payment Type - IP CR (Insurance Payment - Credit)

 

Additionally we added Bulk Credit Insurance Payments. From the bulk payment entry screen the Credit option will be available. As with the individual insurance payment, the bulk will provide a 15 character memo option. 

Bulk Entry - Credit Option

 

A new payment type, BULKIP CR will be added to the ledger. 

New Payment Type - BULKIP CR (Bulk Insurance Payment - Credit)

 

The credit card insurance payment will be reflected on payment reports with the above descriptions. 

 

If you have any questions please leave a comment below. 

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