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KDA43920
Canine III

monthly ortho charge

We have a random account that gets charged xxx dollars on the first of every month. the code posted is "monthly ortho charge." How do I get this to stop?

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danelle_canales
CS Dental Employee
CS Dental Employee

Re: monthly ortho charge

@KDA43920  based on your description, this account has a budget plan attached to it.  

Open the patient record, on the bottom of the ledger you will likely see a memo indicating the the patient is on an "Ortho BP" with a dollar amount to bill: 

danelle_canales_0-1623417010120.png

 

If this is the case, look on the Express Bar (typically docked on the left) for an option titled "Patient Budget Plan". 

danelle_canales_0-1623417205402.png

 

Click it and after the window opens, your Express Bar options will change and you can select "Reset Budget Plan".  This will cancel the monthly charges.  

danelle_canales_0-1623417110266.png

 

Let us know if you need further assistance, and we can get a Support Technician to reach out to you. 

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