I need some assistance with the Budget Plan feature in softdent.Version 16.2.1
We want to start using this feature to set up financial arrangements with our Orthodontic patients and I need a clear understanding.
Why would I post the adjustment to the account upfront, leaving the account balance at zero?
Is there a way to monitor which accounts have Ortho/Budget plan balances separate from regular
accounts receivables balances?
Does the Monthly Ortho Charge increase that accounts balance and production for the month?
Is the Monthly Ortho Charge posted on the same date every month?
If a person wants to make an additional payment as well as their scheduled monthly ortho payment will the subsequent
Monthly Ortho Charge then have to be adjusted?
As you probably can tell, I have only a little experience with Orthodontic billing and my Dr. only does a few Fixed appliance/Interceptive Ortho cases per month,but if we are going to be entering financial agreements with patients for
3-15months I really want to be prepared to stay on top of those accounts in particular.
Thanks in advance.
Solved! Go to Solution.
Hello Keisha,
There are 3 different ways this can be set up. There is a lot involved in tracking & set up
there is not a simple answer. I would consider a 3 Hour on line class to cover your needs. This would cover,
Adding a Ortho Provider # to track Ortho Production separately
Ortho Patient Budget Plan
Account Budget Plan
Minimum Pavement Fields
Truth & Lending Forms
Budget Plan Coupon Book
User Code O for Ortho Patients
Reporting
if you are interested in Training please email wendy.potts@carestream.com
Wendy
Hello Keisha,
There are 3 different ways this can be set up. There is a lot involved in tracking & set up
there is not a simple answer. I would consider a 3 Hour on line class to cover your needs. This would cover,
Adding a Ortho Provider # to track Ortho Production separately
Ortho Patient Budget Plan
Account Budget Plan
Minimum Pavement Fields
Truth & Lending Forms
Budget Plan Coupon Book
User Code O for Ortho Patients
Reporting
if you are interested in Training please email wendy.potts@carestream.com
Wendy
I am certainly interested in this training. Thank you
Please send me information for this trainingThank you.
Keisha Davis
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Re: Budget Planning for Ortho payment plans...Help
reply from Wendy Potts in CS SoftDent - View the full discussionHello Keisha, There are 3 different ways this can be set up. There is a lot involved in tracking & set upthere is not a simple answer. I would consider a 3 Hour on line class to cover your needs. This would cover,Adding a Ortho Provider # to track Ortho Production separatelyOrtho Patient Budget PlanAccount Budget PlanMinimum Pavement FieldsTruth & Lending FormsBudget Plan Coupon BookUser Code O for Ortho PatientsReporting if you are interested in Training please email wendy.potts@carestream.com Wendy
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