In our office we have options for patients to finance their portion of their dental work. When that happens their balances move slowly from 30 to 60 to over 120 days as patients can finance treatment for up to two years depending on total cost. I would like to have a way to be able to mark these accounts so I could see what that AR is...and also so that I can mentally remove that amount from our total AR. Best case scenario would be to be able to exclude them from the Aging report as a choice...
Thoughts?
MJ
A Way to Make the Aging Report more accurate for us
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- Posts: 3
- Joined: Thu May 09, 2013 8:33 am
A Way to Make the Aging Report more accurate for us
Thanks,
Michele
Michele
Re: A Way to Make the Aging Report more accurate for us
The Payment Plans were designed to handle this scenario. Instead of being tracked in the Aging of A/R Report, amounts due are tracked in the Payment Plan Report.
See: http://opendental.com/manual/paymentplan.html
See: http://opendental.com/manual/paymentplan.html
Entropy isn't what it used to be...
Arna Meyer
Arna Meyer
Re: A Way to Make the Aging Report more accurate for us
Another option is to create and set a new billing type (setup/definitions/billing types) for people on financing and then exclude that billing type when running your aging reports. (When running aging report, just uncheck the "all" box under billing types and then select the types you want to run)
I offer this as an alternative to using OD's built in payment plans if that just won't work for you.
I offer this as an alternative to using OD's built in payment plans if that just won't work for you.
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- Posts: 3
- Joined: Thu May 09, 2013 8:33 am
Re: A Way to Make the Aging Report more accurate for us
bpcomp wrote:Another option is to create and set a new billing type (setup/definitions/billing types) for people on financing and then exclude that billing type when running your aging reports. (When running aging report, just uncheck the "all" box under billing types and then select the types you want to run)
I offer this as an alternative to using OD's built in payment plans if that just won't work for you.
OMG this was EXACTLY what I wanted! Thanks So much!!
MJ
Thanks,
Michele
Michele