We're new to Open Dental and are still working out a few minor kinks. How is everyone handling electronic insurance payments? Is there any way to distinguish an e-check from the paper one when entering insurance payments? In a day's time we might receive a variety of payment types. Cash and paper checks show up in our bank account the next business day. Credit cards in two days. Sometimes the EOB for an e-check shows up days after the e-check was deposited. Being able to distinguish between a paper and e-check for insurance would help ease the reconciliation process. How is everyone handling that? We are holding off scheduling our training until everyone is back from spring break and can be in attendance and would like to get a handle on it now in order to avoid re-entering the info correctly.
(this was also posted on dentaltown...just realized this would be a better source)
Electronic insurance payments
Re: Electronic insurance payments
In our office we prepend the check number on our electronic payments with EFT. It's not elegant but it is effective. So a check number on an electronic payment would look like EFT001584674.