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leenadhiman
Canine II

patient finance - tabeo

PLEASE HELP! 🙂

our practice offers pt finance.

3 dentists

 

problem i am facing - when taking on a finance pt, how do i split the money between the dentist and owner at the end of the day so that the end of the days reconciliation does not confuse things. 

it is usually 50% / 50%

 

please help

 

ConfiDental Care

BR2 8AR

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3 Replies
matthewbridge
CS Dental Employee
CS Dental Employee

Re: patient finance - tabeo

Hi @leenadhiman,

Many thanks for your post.

Is the owner of the practice a dentist account?

The R4 system can only assign money within the financial/charting to a dentist, therapist or hygienist. The money is all automatic based on who completed the work in the charting system.

Regards

Matt

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liamrushton
CS Dental Employee
CS Dental Employee

Re: patient finance - tabeo

Good Afternoon

 

My suggestion would be If you assign all the Finance money to the option of "loan" on the till. When you run your payment allocation report you could see that XX amount has gone to the dentist for loan. Then just work out what half would be and take the owner's cut.

Let me know if that helps.

Kind Regards
Liam Rushton
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matthewbridge
CS Dental Employee
CS Dental Employee

Re: patient finance - tabeo

Good Morning,

Further to @liamrushton post.

In the support team we can add an additional option in the financial tab drop down that shows "Loan". We could add an option called "Finance" or anything you would like to make it easier to spot.

Regards

Matt

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