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mjpd
Canine II

changing provider for finance charges

Finance charges are setup for billing statements to be added automatically depending on the outstanding balance. The issue is as they are posted they are going to the original doctor (provider #1, who is now inactive) as opposed to the current practicing doctor. Is there a way to change this universally? The issue is they don't show up accurately on the A/R or when a payment is entered it gets distributed to a collections doctor that is inactive.

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katehill94
Canine II

Re: changing provider for finance charges

We just had this same issue and were told by support that we had to manually change the doctor number in the account screen to the new doctor. It was frustrating, but between all of our front desk girls, we got it done.

bccarestreamrep
CS Dental Employee
CS Dental Employee

Re: changing provider for finance charges

Billing/Finance charges will always default to the default provider for the entire account.

bccarestreamrep_0-1614204995789.png

These charges for the above account would always default to provider ID 1. We have a utility that can change this provider ID for all accounts at once if you feel that is something you would benefit from. If so, let us know at 866-435-7473 x2 and request SoftDent Escalations so that we can schedule this utility for you. The utility is called the Change Dr. utility. 

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