Open Dental Forum

Is there a way to make the finance charges to go to a different provider? In our case, associates are paid on production and finance charges would go to the office or owner.

I haven't tested it recently, but if the behavior isn't quite what you want, then it would need to be a feature request.

Are you using the Adjustment window to create the finance charge? If so, you can set the provider to attach the charge to in that window.

Old Question and there is a feature request. However, maybe more important as more offices have multiple locations.

We need to assign the finance charge to a clinic when there are multiple clinics. The finance charge itself ends up in unallocated with no differentiation of a clinic.

If a patient in Clinic 1 has a balance ($500) and finance charge ($5) in Clinic 1, $500 gets assigned to Clinic 1 and $5 goes to Unallocated. Then a patient in Clinic 2 has same thing.
Clinic 2 gets $500 and Unllocated gets $5. Clinic 1 report has $500, Clinic 2 report has $500, and Unallocated has $10.
At the bank, Clinic 1 has $505. Clinic 2 has $505. In the Unallocated Report - How you do reconcile which source the $10 came from?
If you make a payment and allocate it correctly, the original Finance Charge is still unallocated and you now allocating the payment to a specific clinic.