Posting insurance credit card payments

If your office uses Dentrix Ascend Pay, you can process an insurance credit card payment on the Worldpay iQ website and manually post the insurance payment to the patient's ledger in Dentrix Ascend.

Notes:

• If you use a credit card provided by an insurance carrier to post a credit card payment as you would for a patient payment (using the Dentrix Ascend Pay integration), you cannot associate the payment with a claim, leading to an inaccurate outstanding insurance amount on the corresponding patient's account.

• Any transactions that you process on the Worldpay iQ website you must enter in Dentrix Ascend manually.

To post an insurance credit card payment

• On the Worldpay iQ website (https://www.AccessMyIQ.com), process a payment using the credit card from the insurance carrier.

  Note: Refer to the following documentation provided by Worldpay for information about using the virtual terminal on the Worldpay iQ website: Express Virtual Terminal User's Guide (2019) and iQ User's Guide (2020).

• In Dentrix Ascend, post an insurance payment to the patient's ledger similarly to how you would without Dentrix Ascend Pay, but make sure to set up the payment details so that you can reconcile credit card payments at the end of the day:

  • From the Method list, select Insurance Payment - Electronic.

  • Depending on your reporting needs, you may want to provide the following payment details:

    • Reference # - Enter the type of credit card and the last four digits of the card number.

    • Tags - Add a tag that identifies the payment as a credit card from an insurance carrier.

    • Xfer Reason(s) - If applicable, select or create reasons for a transfer of responsibility as needed.

  

Tip: To reconcile credit card payments at the end of the day, you can add the total amount of credit card payments and the total amount of electronic insurance payments that have credit card numbers.