Finance charges to office not provider

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Finance charges to office not provider

Post by 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.

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Re: Finance charges to office not provider

Post by 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.
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Re: Finance charges to office not provider

Post by 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
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Re: Finance charges to office not provider

Post by 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.

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