$$ in Daily Payments report doesn't match account

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gillamrobert
Posts: 9
Joined: Wed Jul 18, 2012 5:43 am

$$ in Daily Payments report doesn't match account

Post by gillamrobert » Tue Jan 10, 2017 5:30 am

So I just noticed for several patients the amount listed under the daily payments reports does not match the payment entered in their account. Pt X shows an amount for 1102.23 on the report but their account shows a payment for that day for 145.67. Has anyone seen this? Is this an error in the software or should I be worried. 3 different patients on one day. Thanks. Audit trail does not show any deleted payments as far as I can see. These are insurance payments by the way.

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cmcgehee
Posts: 711
Joined: Tue Aug 25, 2015 5:06 pm
Location: Salem, Oregon

Re: $$ in Daily Payments report doesn't match account

Post by cmcgehee » Tue Jan 10, 2017 8:39 am

It sounds like you have insurance payments grouped by check. This report will show the amount for the entire insurance check, and just choose one of the patients to display in the patient name column. There is the option to group by patient instead of check. See http://opendental.com/manual/reportdailypayments.html for more detail.
Chris McGehee
Open Dental Software
http://www.opendental.com

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