I'm creating separate payment plans on Excel for patients, but I bet SoftDent has a was to make one for each one in there chart. Could that be? Can you show me how? This community is really beneficial, thanks.
Full of typos. ..a way.. ...their chart...
bgalofredds are you referring to an account or patient budget plan?
If you are speaking about a patient budget plan then check out the document below.
SoftDent: Creating a Patient Budget Plan in CS SoftDent Software
You may also find this article useful if you are creating budget plans:
SoftDent: Resetting a Patient Budget Plan in CS SoftDent Software
Is there any way to remove an erroneous recurring payment from the system files? There is no Payment Plan set up, no Budget Plan, but every month we still get a "Failed Authorization" for one account. This is from 2014. We have run Utilities to no avail.
If you use epayments you can set up a credit card payment plan. There are some limitations, but for our office, this one is the first preference.
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