Hello @Sinie ,
Cleaning up old uncollectable balances is a very good idea! You will want to create a transaction code specifically for this purpose. When the code is created you must pay particular attention to the effect the code has on the following:
- Account/Patient Balance
- Production
- Collections
All transactions codes will have an effect on 2 out of 3 from the above list.
Since you did not collect the funds to pay the balance, you do not want to use a code the effects collections. So that leaves us with using a code that effects account/patient balance and production.
Therefore you need a code that will decrease balance and decrease production in order to clean up the old balances. Create a code in the 50's range in the SoftDent transactions codes.
- List>ADA Codes
- Uncheck the box to show active only
- See what is the next code in the 50's range that we can create for this purpose
- Click ADD>Enter the next 50's code>hit TAB on keyboard>Name the code in the description field (Old Balance write-off, Bad Debt write-off, etc. - something that makes sense to you)
In my list, code 52 is the next available code. Yours will likely be different. (and that is OK)
Now any code posted will show for the date it was posted. And it will appear on your Daysheet.
You cannot go back to previous dates in history to change codes or amounts from the past to clear a balance. If you did, then you are still changing all the AR numbers from that point forward and creating a mess.
But when you run reports, you can subtract the total amount from you other production adjustment codes.
