Wednesday, March 7, 2018

What?? I can now post a credit card payment and save the card? YES. YOU. CAN.

Did you know you can now save a patient’s credit card for future use while posting a payment in the patient ledger. What???? You mean I can save a patient’s credit card on file when I post a credit card payment in the patient’s ledger? Yep, that’s what I just said. Do you want me to repeat it again? Okay, I will during my webinar on Wednesday, March 14th. 

This is a total game-changer for the office when it comes to patient collections, cash flow and security. I am super excited to be sharing all the great news about the new Dentrix Pay integrated payment solution along with my friends at Vantiv, now WorldPay. You can register for the webinar by CLICKING HERE and if you are unable to attend the webinar you can watch the Dentrix Pay videos on the Dentrix Resource Center by CLICKING HERE.

Ever since I can remember, storing credit cards in the Dentrix software has been an issue. The office would store the credit card number in the Guarantor Notes or the Patient Note on the Family File without even thinking twice about it. This has never been a secure location for keeping credit card information for future use and still is not a secure location. It is good practice to use a credit card for any kind of in-office payment plan and it is the only way I would ever allow a patient to have an in-office payment agreement. You are just setting yourself up for a collection issue if you have to send the patient a billing statement or remind patients to mail in their payment. Having an auto withdrawal gives your office more security and peace of mind when offering in-office payment plans.

The new Dentrix Pay has other amazing features to go along with the saved credit card feature. Everything is integrated! Which means that when you process the credit card you can sign with your ePad, it will post the payment automatically to the ledger and you can also apply the payments to any Payment Agreements on file.

Check it all out in the Dentrix Resource Center or join me during the Dentrix Pay webinar on March 14th.

Dayna Johnson, Certified Dentrix Trainer
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at and contact Dayna at

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