SoftDent: What to Do When the Patient Balance Does Not Match the Account Balance

Document created by chriscornett Employee on Jul 13, 2017
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Problem:


The Patient Balance Does Not Match the Account Balance

 

Cause:

 

This can be caused by a personal payment has been posted directly to an account as opposed to a patient.

 

Solution:

 

1. Check the account transactions to make sure no personal payments were posted directly to the account.
2. Remove the posted item from the account, making a note of the code, the date posted, and the amount.
3. Re-post the item to the patient with the same date of service, the same code, and the same amount.

 

Additional Information:

 

If the balance of the account is lower than the sum of those on the patients, use the Payments screen to determine if a payment has been made directly to the account.  Then use the Transfer Credits option to distribute it to said patients.

 

Transferring Credits Using the Transfer Credits Option:

 

Versions 11.0 and Higher

 

1. Open the account list window.
2. Highlight the account for which the above scenario applies.
3. Press <Y> on the keyboard or click Payments in the express bar.
4. Highlight the patient name in the list where there is an existing credit.
5. Select Transfer Credit.
6. Click Yes on the window prompting to distribute by age.
7. Click Post in the displayed toolbar.
8. Close the account's payment window.

 

Versions 10.0 and Prior

 

1. Open the account list window.
2. Highlight the account for which the above scenario applies.
3. Press <Y> on the keyboard.
4. Highlight the patient name in the list where there is an existing credit.
5. Click Options in the toolbar.
6. Select Transfer Credit.
7. Click Yes on the window prompting to distribute by age.
8. Click Post in the displayed toolbar.
9. Close the account's payment window.

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