apply updated fees to previously completed procedures

For users or potential users.
Post Reply
mstiller
Posts: 1
Joined: Fri May 26, 2017 5:36 pm

apply updated fees to previously completed procedures

Post by mstiller » Fri May 26, 2017 5:42 pm

I oversee a program providing free dental care for low income patients. We installed new versions of open dental on new servers for each clinic and began recording procedures before adding fee schedules. Can we apply the updated fee schedules to previously completed procedures?
We do not charge but do track the value of services provided to measure and report our productivity and impact.

rhaber123
Posts: 415
Joined: Fri Dec 11, 2009 12:09 pm

Re: apply updated fees to previously completed procedures

Post by rhaber123 » Fri May 26, 2017 6:26 pm

Probably you will need a custom query to be written for you
http://opendentalsoft.com:1942/ODQueryR ... tForm.aspx.

User avatar
jsalmon
Posts: 1551
Joined: Tue Nov 30, 2010 12:33 pm
Contact:

Re: apply updated fees to previously completed procedures

Post by jsalmon » Tue May 30, 2017 12:14 pm

Yes a custom query could help but would only solve the one report. Many reports and other things within Open Dental utilize information about completed procedures. You probably want to get in touch with our conversion department and see if they would be willing to manipulate your database so that the completed procedures reflect the updated fee schedules otherwise it's going to be a long manual process of marking each procedure as TP and clicking the update fees button (or something along those lines) to fix it correctly.
http://www.opendental.com/manual/conversions.html
http://www.opendental.com/manual/feescheduletools.html
The best thing about a boolean is even if you are wrong, you are only off by a bit.

Jason Salmon
Open Dental Software
http://www.opendental.com

Post Reply