Setup Provider Bank Assignments in Dental4Windows

Setup Provider Bank Assignments in Dental4Windows

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Below are instructions on setting Bank Redirections

Setup Bank Redirections

Bank redirections must be made after a new Payment Method and/or Provider is added. 
​Commonly, when a payment does not show in a bank slip it is because the below steps have not been completed. 

Redirect New Provider to Payment Methods

  1. Go to Location Management > Banks tab
  2. Select the Bank Account the new Provider will be associated with
  3. Tick the methods to add the new Provider to from the Bank Redirections list
  4. Select the new Provider from the Providers list
  5. Click <<Add

Redirect Providers to a New Payment Method

  1. Go to Location Management > Banks tab
  2. Select the Bank Account 
  3. Tick the new payment method in the Bank Redirections list
  4. Select the Providers to associate with this payment method in the Providers list
  5. Click <<Add

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