Sold my practice including A/R and now I work for the new owner.
Income from collections of A/R is taxed differently than normal income....
I need to calculate all of the patient balances as of 12/31/2018.
Then, for those that had a balance, I need to calculate the charges and payments made since then to get a reasonable *estimate* of how much of the collections from 2019 was A/R collections and not new production.
1) Is there a way to do this already so I don't have to reinvent the wheel? I'm betting no...
2) If not, where is the opening balance for an account stored? I can write code to total up charges, payment and adjustments, but there must be an opening balance somewhere... right?
Thanks,
Jim
Calculate a/r as of a certain date
Re: Calculate a/r as of a certain date
I looked through our query examples but I didn't see one that would accomplish this. Our query team could write something for you, I'm sure: https://opendentalsoft.com:1943/ODQuery ... tForm.aspx.
The program doesn't really have the concept of an opening balance. Sometimes when we convert a database from another software, we post an adjustment for the patient's balance, but that doesn't sound applicable here.
The program doesn't really have the concept of an opening balance. Sometimes when we convert a database from another software, we post an adjustment for the patient's balance, but that doesn't sound applicable here.
Re: Calculate a/r as of a certain date
The DB was a conversion from Dentrix which was a manual conversion from another software package. In the manual conversion, we entered in starting balances to the Dentrix accounts. So, somehow, somewhere a starting balance had to exist for patients who had been with us since before 2002. I think I remember some weird adjustments in OpenDental when we converted so I will look for those.
Thanks
Jim
Thanks
Jim