Advantages for Using Dentrix Pay in Your Office

There are several reasons your office may need to keep a patient’s credit card information on file. If the patient has set up a payment plan in your office you may require a credit card payment so that you can run the card on the agreed payment date. If you see teenagers in the office, the parent may ask you to keep a credit card number on file, so when the teenager comes in without the parent, the balance can be paid.

I’ve seen offices store credit card numbers in different ways, some make a copy of the card and scan it into the Dentrix Document Center or file a paper copy in the chart. Some offices enter the credit card information into the Patient Notes in the Family File or into the Guarantor Notes in the Ledger.

Storing credit card numbers in these ways open your office to a host of problems. Storing credit card information in the areas I described are accessible to multiple people in the office, and the chance of a security breach is high. If there was a security breach, your office could face fines and penalties from the credit card companies and potential law suits from the affected patients. You, as the office, are responsible for keeping your patient’s information secure.

Enter, Dentrix Pay! Dentrix Pay is a credit card processing system that seamlessly integrates with Dentrix. It allows you to take advantage of some exciting new features in Dentrix, one of them being the ability to save credit card numbers securely! Once saved, the office will only see the last four digits of the card number. The complete card information is stored in a secure vault at Vantiv, the credit card processor.

Some other features of Dentrix Pay include:

• Consent form for patients to sign, agreeing to allow you to run the card (an important document which can sometimes get overlooked).
• Automatic posting of a payment when the card is run, eliminating data entry
• The ability to run saved credit cards to apply to payment plans

We have so many other risks to manage within the dental office, such as risks associated with patient care. Saving credit card numbers securely with Dentrix Pay can eliminate the risks of storing credit card information in a way that may leave your practice vulnerable.

For more information, visit www.dentrix.com/pay.

If you have any questions, please email me at vectordentalconsulting@gmail.com.

Charlotte Skaggs, Certified Dentrix Trainer

Charlotte Skaggs is the founder of Vector Dental Consulting LLC, a practice management firm focused on taking offices to the next level. Charlotte co-owned and managed a successful dental practice with her husband for 17 years. She has a unique approach to consulting based on the perspective of a practice owner. Charlotte has been using Dentrix for almost 20 years and is a certified Dentrix trainer. Contact Charlotte at vectordentalconsulting@gmail.com.

from  The Dentrix Office Manager Blog http://bit.ly/2X1twrL