Posting a statement to the account ledger

[saskia]

I'm looking for the ability to post to the ledger that a statement has been sent - am I overlooking this in the documentation or is this a feature request?

Thanks!

[SLeon]

Good afternoon,

Could you please clarify if you would like to make statements via the API or if you are wanting to mark a statement made in Open Dental as "Sent" via the API? We do not have an endpoint for either in the API currently.

[saskia]

We take care of the statements, we just want to be able to let OpenDental know that a statement was made/sent. THanks!

[justine]

We take care of the statements, we just want to be able to let OpenDental know that a statement was made/sent. THanks!

Good afternoon saskia,

I have added this to our development list. We will reply to this post with additional questions and/or when the request is complete.

Thanks!

[saskia]

Wondering roughly where in the development queue this feature is? Thanks!

[saskia]

Any update? Thanks!

[justine]

Any update? Thanks!

API features are handled in a first in, first out fashion. We are still working through our queue. Unfortunately, we experienced a bit of a backlog, as we received dozens of API related requests. Good news though, this request is next in line.

Thanks!

[saskia]

Any update on this one? I've poked around the release notes and the documentation but can't see anything though I'm likely not looking in the right place. Thanks!

[SLeon]

This Feature Request is in development right now, and should be available fairly shortly. We will update this thread with the released version when it is complete.

[justine]

Good afternoon Saskia,

Statements GET and PUT are currently in development. Statements PUT allows the ability to update statement.IsSent to true. This endpoint is essentially limited to existing statements where statement.IsSent is false. Updating statement.IsSent from false to true also creates an associated statement document.

When you say you "want to be able to let OpenDental know that a statement was made/sent" is this what you mean? Are you creating statements within Open Dental and want to mark them sent (Account Module -> Statement:More Options), or are you creating your own statements and you want to import them into Open Dental?

If you're asking for a way to insert a statement into Open Dental, you can currently use documents POST UploadSftp or documents POST Upload endpoints. However, this has nothing to do with the statement table itself, and will not populate in the billing list.

If you are looking for a way to present your statements as sent in the Account Module, you can use commlogs POST endpoint. This would display in the Communication Log section rather than the Patient Account section, but it would let your customers know that a statement has been created or sent, or whatever you'd like to communicate to them.

Thanks!

[saskia]

We create digital statements and want to be able to be able to show in the Patient Account that we've sent a digital statement. Right now we do post it in the comms log, but I can't figure out how to (or if it's even possible right now) to post to the account. I've highlighted what I'm trying to do via the API. I can only do this via Open Dental itself.

image (13).png (157.89 KiB) Viewed 12747 times

[justine]

We create digital statements and want to be able to be able to show in the Patient Account that we've sent a digital statement. Right now we do post it in the comms log, but I can't figure out how to (or if it's even possible right now) to post to the account. I've highlighted what I'm trying to do via the API. I can only do this via Open Dental itself.

image (13).png

Good afternoon Saskia,

If I understand your request correctly, you create your own third-party statements (outside of Open Dental), then create a commlog with a link to that statement, but you want to put a row in the Patient Account grid that says you made a statement, and you cannot?

This is different than the request you made earlier, so when you say "We take care of statements..." and are requesting an API endpoint to update an existing statement, I can only assume you mean statements made within Open Dental, for Open Dental.

What you're describing is essentially creating a "representative" statement within Open Dental that essentially says that you made your own third-party statement. (Which is still a statement in Open Dental based off the statement sheet being used.) That's fine, but not what was requested. What you probably need is a statements POST and then to put your third-party relevant information in the note field or something.

In the end, the Patient Account grid is intended for statements made within Open Dental and not third-parties. However, we can create a statements POST endpoint that you could use however you see fit. This does seem like an incredible amount of work to essentially display a single line in a grid when a commlog communicates the relevant information, and then some.

[saskia]

Thanks for the details. I never said anything about updating statements. What I meant by 'we take care of statements' is that we create the statements, and we send statements rather than using anything from Open Dental. Our clients want to be able to see in Open Dental that a statement that we have created has been sent. We're using the comm log today (as you can see from the screenshot), but, for many clients that's not enough. They want to see in the patient account that a statement has been sent.

Apologies if I didn't word the request correctly.

[allends]

Saskia,
Since you are creating and sending your statements in a separate program, the current and correct method of recording that in Open Dental is to make a Commlog stating that it was sent. You are free to include any identifying information needed to link the commlog to a specific statement in your system, but statement objects in Open Dental are for statements that were created and sent using sheets in Open Dental.

As such, we will not be able to accommodate your request to create an API endpoint that creates a placeholder statement row in a patient ledger. Your current system you are using where you are creating commlogs when outside statements have been sent,is the appropriate method for storing records in Open Dental via the API.

I hope this clears everything up