Open Dental Forum

We have insurance checks that arrive via mail and we also have insurance checks that are directly deposited into our account. For end of day bank depositing, How do we enter insurance checks so that we can get a payments report at the end of the day that separates the direct insurance checks from the mail insurance checks. Is there a query that would list them separate or cen we have two insurance payment types. We need a total for our both our direct checks and our mailed insurance checks. Can you help us?

yes, we started doing that too and found it to be a little trouble on the deposit slip

Can you put one kind on one deposit slip, and the other kind on a second deposit slip?

The problem is the payments report which groups all insurance checks under one insurance total and does not offer the ability to create multiple insurance payment types for insurance checks. I need a separate total so I can reconcile the insurance mail checks in the envelope to the total on the payments report. We understand you can only enter payment types for non insurance checks. Is this correct? Because if we could simply code the insurance checks as either a "Direct" payment or a "Mail ins" type we would get totals for each for reconciling at the end of the day. Thanks for the help.

Use the deposit slip print feature, not the payment report. It is correct that types is only for patient checks, not insurance checks.