Budget Planning for Ortho payment plans...Help

[loretta_smith]

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.

[Anon · Accepted 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

[loretta_smith]

I am certainly interested in this training. Thank you

[loretta_smith]

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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[Anon]

I just emailed it to you