Prepayments for dynamic payment plans
Posted: Wed Apr 12, 2023 12:29 pm
We've got dynamic payment plans working pretty well via the API but we are struggling with prepayments. I'm sure it's a setting we're missing somewhere, but when a patient does a prepayment and we post this, it sits as a prepayment rather than being associated with the payment plan. Originally we thought that was because nothing was due (as the patient was paying early) but even once the installment is due, it remains as a prepayment. We are including the procedures associated with the dynamic payment plan when posting the payment.
Is there a way for this prepayment to automatically be associated with the payment plan? I don't mind if it doesn't happen until the installment is due, I'm just trying to prevent the need for our end users to have to go into OpenDental and manually attach these prepayments to the dynamic payment plan.
Thanks!
Is there a way for this prepayment to automatically be associated with the payment plan? I don't mind if it doesn't happen until the installment is due, I'm just trying to prevent the need for our end users to have to go into OpenDental and manually attach these prepayments to the dynamic payment plan.
Thanks!