Common Issue? Paying associates when prepayments made in prior months

[asceticwonder]

Hello everyone,

This has probably been an issue before, and if so, can someone please point me to the appropriate thread(s) on the matter?

We pay our ortho associate by running monthly collection reports. Patients frequently make prepayments in the prior month(s), then when the treatment is started we enter the D8080 code and start applying the prepayments, but then the income is reflected in prior months collections reports and it's a little onerous to keep running historical monthly collection reports to find the difference in income.

What is the best way to handle this situation? Is there a way to get this applied income easily onto the current month's collection reports, or what is the best workaround?

Thanks!
Jacob