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KDA43920
Canine III

How to delete/reset account budget plan

We have a very old account with an account budget plan. No balance on the account. I've tried resetting from each individual patient ledger and it doesn't do anything. I don't see where I can reset in the account. How can I get rid of this? The patients have not even been seen in our office for at least 12 years and there are no transactions even showing except for manual statements I have to "send" every month to get them off the "green statement" list. 

 

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Jon Kohler
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5 Replies
drcavola
First Molar I

Re: How to delete/reset account budget plan

Great question!!  I saw multiples on my Practice Summary report.  Would love to know the answer.

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KDA43920
Canine III

Re: How to delete/reset account budget plan

bumping this up so we can get an answer! 🙂

Jon Kohler
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KDA43920
Canine III

Re: How to delete/reset account budget plan

Does Softdent not know the answer to this?? Hello?

Jon Kohler
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tshaw
Community Manager
Community Manager

Re: How to delete/reset account budget plan

Thank you for the post!

I am sending this to support, so someone can be assigned to respond! 

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gcarter
CS Dental Employee
CS Dental Employee

Re: How to delete/reset account budget plan

Greetings, 

Please find below the step by step instructions for resetting an account budget plan.

Thanks

  1. Click List in the main menu bar.
  2. Highlight the desired account that has a budget plan to be reset.
  3. Press <O> to display the account options menu.
  4. Select Account Budget Plan.
  5. Post a code 60 for the loan payoff (the amount remaining on the budget plan) amount.
  6. Click Yes to reset the terms of the budget plan.
  7. Post a code 40 to the account transactions for the loan payoff amount.
  8. This will put the balance of the budget plan back onto the account itself.  The account budget plan is now reset.
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