Open Dental Forum

At our office daily we have a Deposit Report (matched to the deposit slip and signed by the Manager and Front Staff), a copy of the production report by provider signed by each provider (and Hygiene), A full P&I for that Day. Monthly We add a Monthly P&I, Procedure Listing by Code (to evaluate usage...

Another option is to create and set a new billing type (setup/definitions/billing types) for people on financing and then exclude that billing type when running your aging reports. (When running aging report, just uncheck the "all" box under billing types and then select the types you want to run) ...

In our office we have options for patients to finance their portion of their dental work. When that happens their balances move slowly from 30 to 60 to over 120 days as patients can finance treatment for up to two years depending on total cost. I would like to have a way to be able to mark these acc...