What triggers Patient balance update

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tpaczesny
Posts: 6
Joined: Fri Nov 02, 2018 9:01 am

What triggers Patient balance update

Post by tpaczesny » Sat Nov 03, 2018 2:03 pm

We need to read patient total balance, and found convenient fields on Patient model like EstBalance or aged balances Bal_0_30 etc. However, we noticed that it is not updated when appointment is set to complete (which I would expect), but rather only when Account page is opened. While it makes sense from UI perspective, it is a bit troubling from data perspective.

Are there any other triggers that cause Patient balance to be refreshed? Is it is possible to force such update via plugin?

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

Re: What triggers Patient balance update

Post by cmcgehee » Sun Nov 04, 2018 11:11 am

You could update the patient balance from a plugin. Once you have your plugin running, all you would need to do is call the method OpenDentBusiness.Ledgers.ComputeAging().
Chris McGehee
Open Dental Software
http://www.opendental.com

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