Setup & Manage Provider Bank Assignments in Dental4Web

Setup & Manage Provider Bank Assignments in Dental4Web

Bank Assignments must be set once a new Payment Method and/or Provider is added.
The assignment / redirection enables the system to direct the payments made to the correct bank accounts/ providers/ locations

Setup Bank Assignments

Bank Redirection is found  the navigation menu > Management  > Bank Assignments page
Note: When a payment does not show in a bank slip it is because the below steps have not been completed. 

Redirect a NEW Provider to existing Payment Methods

Before assignments, the New Provider & the Bank Account used must exist 
  1. Select the Bank Account the new Provider will be associated with
  2. Tick the methods to add the new Provider to from the Bank Assignment list 
  3. Select the new Provider from the Providers list
  4. Click <<ADD

Redirect existing Providers to a NEW Payment Method

Info
Before Assignment, the new Payment Method must exist
  1. Select the Bank Account 
  2. Tick the new payment method in the Bank Assignment list
  3. Select the Providers to associate with this payment method in the Providers list
  4. Click <<ADD

Managing Bank Assignments / Redirections

Redirect Provider banking from a hidden to active account

If a bank account is hidden, the redirected payments must be moved from the old account to an active one.
  1. Operations toolbar > Show hidden bank accounts as well. (Adds a tick) 
    1. The hidden bank account will now be visible in the account list
    2. Highlight the bank account row
  2. In the Bank Assignment list:
    1. Tick the Provider name box for individual selection

    2. Or tick the Payment Method box if all the providers

  3. Click REMOVE
    1. All payment types in Bank assignment list should have NO providers attached

  4. Remove the hidden bank accounts from the bank view
    1. Operations toolbar > Show hidden bank accounts as well (removes the tick)
  5. Next, those providers & payment type must be assigned / redirected to an active bank account:
    1. Follow the Setup Bank Assignment instructions above