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KDA43920
Canine III

ADJUSTMENT TO COLLECTIONS

WE HAVE NOT PROCESSED ANY REFUNDS YET THIS MONTH. WHAT IS CAUSING OUR COLLECTIONS TO DECREASE?

KDA43920_0-1630010879873.png

 

BE ADJUSTED?

Jon Kohler
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2 Replies
tshaw
Community Manager
Community Manager

Re: ADJUSTMENT TO COLLECTIONS

Hello @KDA43920
Let me tag a few people that may have some input. 

@lindamoseley @tsalcido @rhall any ideas on this? 

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lindamoseley
CS Dental Employee
CS Dental Employee

Re: ADJUSTMENT TO COLLECTIONS

Adjustment collections appear on your reports when any code from 21 to code 39.99 is posted to transactions. All of the codes within this range are Collection Adjustment codes. 

Any code from 21 to 29.99 will increase collections and decrease balance. 

Any code from 30 to 39.99 will decrease collections and increase balance. 

Run a report to find where and when these codes were used at your practice. 

Reports>Accounting>Trans for a period. Set the date range and then set to run only for codes 21 to 39.99.

Be sure you are using the codes to take the action you intended. You can edit each code to look at the effect each code will have in your transactions. SoftDent uses ranges of codes to have different effects. You may find that you will need to inactivate codes that were being misused. Do not delete them! Then create new codes as needed, making sure to add them to the correct range. See screenshots.

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