As time has passed, your Dentrix system may have accumulated extra payment types and adjustment types that you no longer use. You may have even reached the limits and cannot add additional types.
In Dentrix you can remove unneeded payment and adjustment types, which can free up the spots so you can enter new types you may need. This also makes your selection lists smaller when it’s time to apply an adjustment or make a payment.
Reviewing the Payment and Adjustment Types You Use in Your Practice
In the Office Manager, open Reports > Management > Practice Analysis Reports. Select the Payment Summary and Adjustment Summary reports. Enter a date range of several years, which will help you understand how frequently you use each type. View the reports and take note of the quantity of each adjustment or payment type that has been used during your date range. If you find that you aren’t using a specific type, consider deleting it.
Deleting Adjustment Types
In the Office Manager, open Maintenance > Practice Setup > Definitions. From the Definition Type menu, select Adjustment Types. Select an adjustment type, and then click Delete. Select a replacement type (if the selected type has been used anytime in the past, it will be replaced on those Ledgers with this replacement adjustment type). Click OK.
Deleting Payment Types
In the Office Manager, open Maintenance > Practice Setup > Definitions. From the Definition Type menu, select Payment Types. Select a payment type, and then click Delete. Select a replacement type (if the selected type has been used anytime in the past, it will be replaced on those Ledgers with this replacement payment type). Click OK.
Additional Information
For more information, read the following: