cancel
Showing results for 
Search instead for 
Did you mean: 
CS Dental Employee
CS Dental Employee

SoftDent- Tip- What does the “aged date” in the transaction window do?

It manages the aging and the billable status of the patient’s balance.

Aged date.png
By default, when you post treatment for a patient, SoftDent checks to see if the procedure should be marked “insurable” and if so, whether any portion of the charges should be considered patient responsibility, based on ICM settings.


1. If the patient has no insurance or the procedure is not insurable or the account is ICM 0, then the
“aged date” fills in with the date of service automatically and the charges become billable and
begin to age immediately from the date of service.


2. If the patient is insured and the procedure is insurable and the account is ICM 1, then the “aged
date” remains blank until the claim is cleared. As long as the aged date remains blank, the charges
don’t age and are not considered patient responsibility, so the patient isn’t billed for the services.
Once the claim is cleared, the “aged date” fills in automatically with the date the claim was cleared
and any remaining charges become billable and begin to age from that date.


3. If the patient is insured and the procedure is insurable and the account is ICM 2, the “aged date”
remains blank until the claim is cleared. The expected patient portion is billable and begins to age
immediately, from the date of service; but the expected insurance portion remains current, so the
patient isn’t billed for that portion of the services. Only when the insurance claim is cleared does the
“aged date” fill in and the charges that had been held pending payment of the claim become billable
and begin to age.


The aged date should never be filled in manually! Doing so negates the insurance
estimation/billing defaults in the SoftDent system!!