Thank you for your question, I would suggest adding a 'bad debtor' marker, this marks the patient as having a bad debt and 'hides' their balance (effectively zeroing it). The balance is then available again when/if the 'bad debtor' marker is removed.
Adding a 'bad debtor' marker means patients will no longer appear on patient debt reports such as patient billing. To add the 'bad debtor' marker follow the below steps.
1. Load the personal details of the patient you want to mark as a 'bad debtor'.
2. Click on [Options] - [Bad Debtor]
3. A drop down box will appear, select the patient's 'normal' dentist.
Once the 'bad debtor' marker has been applied there will be a new icon in the patient's marker tray and you will notice their balance shows as zero. An entry will also be created in the audit log to show that the bad debtor marker was applied to the patient and by who/when.
Hope the above helps.
Would this process be the same for a manager to send patients to a collections agency? We are trying to sort out patients with outstanding balances that have been past due for X amount of month with a minimum balance of $50. The reports being sent are huge and we don't know how to sort them. Thanks in advance.