View Bulk Check Entry screen.

When you enter a payment, you are also entering the information needed for the Bank Deposit.  Each time you enter a check with its check number and amount, this data is also used for the Bank Deposit Slip and Bank Deposit Report. Most insurance companies complicate this by sending Bulk Payment checks.  That is one check covering a number of patients.  They will also supply you with a breakdown of how much of that bulk check should be credited to each individual patient.

As an example, suppose you received a bulk check for $1000. On the breakdown supplied with the check, the insurance company informed you of the following:

Bulk Check for $1000, Bank Number 48005

Breakdown...

$300 for patient X
$200 for patient Y
$500 for patient Z

What should appear in the Bank Deposit is a single check for $1000 with a check number of 48005.  However, if you were to post these amounts in the usual way the program would not be aware of a check for $1000, but would instead see three checks with values of $300, $200, and $500, each with a check number of 48005.  To solve this problem, Diamond Dental Software uses a special Bulk Check payment posting method.  There are certain steps involved for entering the bulk check directly for Deposit File use only and separate steps for entering the individual patient amounts of that bulk check into the patient account ledgers.

Crediting Individual Patients On The Bulk Check
The payments for the individual patients included on the bulk check are posted in the usual way with one exception.  The Part Of Bulk Check button on the Payment Entry screen will be clicked.  This will suppress this individual's amount from printing on the Bank Deposit.  In the example above you would post insurance payments for patients X, Y, and Z for $300, $200, and $500 respectively, making sure to click on the Part Of Bulk Check button each time.