Open Dental Forum

When the "Single patient only" option is checked in the statement options, the generated statement is addressed to the current patient and not the guarantor. This looks like a bug to me, but maybe it is by design?

It's probably by design. My guess is that, about 2 months ago, someone complained that for a single patient, it should not be addressed to the guarantor. So we changed it. It's one of those gray areas where some users want it one way and some users want it the other way.

That makes sense. I tried to find where it decides what info to put on the statement in VS 2008's debugger but I do not know enough about how the reports are generated, I got lost - how difficult do you think it would be to provide an option to choose the default behavior? I'll submit a feature request if I have to.

Yup. It would be a feature request.

I would think that if you want a single patient statement, you'd want it to go to the guarantor. If it's supposed to go to a non-guarantor patient, use a walkout.

There is no "walkout" option. A walkout in OD is just a way of quickly selecting other options.

As I understand it, the guarantor for the family is the individual who is financially responsible for the members of that family. In that sense, the guarantor should always be the one addressed on a statement.

It seems to me that the idea of a "walkout" can serve two purposes - that of a "statement" for just today, a kind of receipt, or that of a "treatment list," a record of the work done, but not necessarily a bill or receipt. Perhaps in this case, the purpose should be clarified, and the "walkout" generated in some other way different than as a specialized statement.