Finance charges to office not provider

For users or potential users.

Finance charges to office not provider

Postby teamhowey » Fri Jan 13, 2012 9:17 am

Is there a way to make the finance charges to go to a different provider? In our case, associates are paid on production and finance charges would go to the office or owner.
teamhowey
 
Posts: 39
Joined: Fri Apr 09, 2010 12:44 pm

Re: Finance charges to office not provider

Postby jordansparks » Fri Jan 13, 2012 10:26 am

I haven't tested it recently, but if the behavior isn't quite what you want, then it would need to be a feature request.
Jordan Sparks, DMD
http://www.opendental.com
User avatar
jordansparks
Site Admin
 
Posts: 5292
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon

Re: Finance charges to office not provider

Postby Hersheydmd » Sun Jan 15, 2012 1:04 pm

Are you using the Adjustment window to create the finance charge? If so, you can set the provider to attach the charge to in that window.
Robert M Hersh DMD, FAGD
Univ. of Penn 1982
Brooklyn, NY 11234
https://www.facebook.com/pages/Robert-M-Hersh-DMD/118221471599429
User avatar
Hersheydmd
 
Posts: 684
Joined: Sun May 03, 2009 9:12 pm

Re: Finance charges to office not provider

Postby DennisSong » Sat Jun 29, 2019 3:20 pm

Old Question and there is a feature request. However, maybe more important as more offices have multiple locations.

We need to assign the finance charge to a clinic when there are multiple clinics. The finance charge itself ends up in unallocated with no differentiation of a clinic.

If a patient in Clinic 1 has a balance ($500) and finance charge ($5) in Clinic 1, $500 gets assigned to Clinic 1 and $5 goes to Unallocated. Then a patient in Clinic 2 has same thing.
Clinic 2 gets $500 and Unllocated gets $5. Clinic 1 report has $500, Clinic 2 report has $500, and Unallocated has $10.
At the bank, Clinic 1 has $505. Clinic 2 has $505. In the Unallocated Report - How you do reconcile which source the $10 came from?
If you make a payment and allocate it correctly, the original Finance Charge is still unallocated and you now allocating the payment to a specific clinic.
DennisSong
 
Posts: 1
Joined: Sat Jun 29, 2019 3:18 pm


Return to Main Forum

Who is online

Users browsing this forum: Google [Bot] and 8 guests