Account due in Appt. view

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babysilvertooth
Posts: 129
Joined: Sat Jun 12, 2010 3:18 pm

Account due in Appt. view

Post by babysilvertooth » Sun May 31, 2020 12:25 pm

IS there an option to have a symbol for overdue accounts or to show how much a patient owes in the appointment view?
For example. not what they owe for that appointment, but what is in their account ledger?
quick way for even non admin team to see that patient has overdue $$ before starting procedures, etc

joes
Posts: 239
Joined: Tue Aug 13, 2019 12:41 pm

Re: Account due in Appt. view

Post by joes » Mon Jun 01, 2020 8:48 am

This is not currently one of the available rows that can be added to an appointment view, but a feature request has been submitted to us for what you described. If you would like to vote for this feature request, you can find it by clicking the help menu in Open Dental and then clicking 'Request Features'. On the Feature Requests window, search for the request ID, 4405. You can then double click on the feature request and apply votes in the upper right corner of the Edit Request window. See our manual for further details about feature requests and voting, https://www.opendental.com/manual/featurerequests.html
Joe Sullivan
Open Dental Software
http://www.opendental.com

dnlp
Posts: 3
Joined: Sat Feb 23, 2013 1:20 am

Re: Account due in Appt. view

Post by dnlp » Mon Jun 01, 2020 11:12 am

You can try the "Patient dashboard", lots of customizable "at a glance" info.
https://www.opendental.com/manual/patientdashboard.html.

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