Open Dental Forum

In Puerto Rico, there is a retention for every check that is sent to the doctors in the EoBs , and sent to the tax man ( I assume ). In OD, there isn't a field where these retained amounts can be entered when reconciling a check. Is there any other way that these retained amounts can be enter so a report can be run over a period of time and know how much money has been retained ?

The way I do it is we have an excel spreadsheet that we prepared that is linked to Open Dental through the Program Links feature. Whenever we receive a check from an Insco we enter the data into the spreadsheet first, then we reconcile in OD. The spreadsheet has a tab for every insco and a tab for totals that are calculated automatically.

The PR state legislature is about to pass a new type of tax (value added tax) that we will be required to collect on every payment from patients. I figured out the best way to calculate this automatically in OD is to set allowed fee schedules for every insco and edit the regular fee schedules to include the tax.

Maybe the accounting tool in the Manage module can be used for this. Create a retained income for all the different carriers