Open Dental Forum

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?

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().