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Billing Setup: Direct Deposit (EFT)

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Navigate to Main Menu > Billing Setup > Direct Deposit (EFT)

Add bank accounts for electronic payments and link them to your Billing Entities. You can associate Billing Entities from this page or from the Billing Entity page.

Entering or not entering EFT information in the Dental Hub does not change how you are paid by any Payer.

How it works:

• The EFT information you enter here may be uploaded and used by some Payers
• Other Payers may not access or use this information at all
• Each Payer operates independently regarding EFT processes

Continue to follow each individual Payer's specific instructions and requirements for EFT enrollment and management.

Important Notes

• Billing Entity information is shared with Payers for electronic payments
• Your individual Payer agreements determine actual payment methods and locations
• Administrator permissions are required to add or delete EFT accounts
• Team Members with appropriate permissions can associate existing accounts to Billing Entities

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Billing Setup: Payer Partners

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The Dental Hub uses "Trusted Business" status to enable secure PHI exchange between your practice and Payers. When a Payer identifies your Business/TINs as a “trusted” Dental Hub partner, you can access full functionality including patient eligibility verification, claims submission, authorization requests, and payment review.

Important: You only need to complete this if you're using the Dental Hub for revenue cycle management (RCM). If you're not using RCM features, you can skip this entirely.

Navigate to Main Menu > Billing Setup > Documents > Payer Partners

Verify each Payer relationship using one of these methods:

1. Enter details from a recently processed claim with that Payer