34 hours ago · 2. Highlight Patient report (by filters) and click the Edit button. 3. There are many customizable options. In the Patient Report View window, check the options desired. 4. Click on the Double arrows next to Balance Field and enter the information (-10000.00 to -0.01). Click … >> Go To The Portal
The Allocate Credit Balances feature will analyze an account and display which patients and providers have credits and/or charges. Then all you have to do is tell Dentrix which adjustments you want to make and let Dentrix post the adjustments for you. In the Ledger, select a patient. From the Transaction menu, select Allocate Credit Balances.
Full Answer
The Allocate Credit Balances feature will analyze an account and display which patients and providers have credits and/or charges. Then all you have to do is tell Dentrix which adjustments you want to make and let Dentrix post the adjustments for you. In the Ledger, select a patient.
The Patient Report (by Filters) option in Dentrix makes it easy for you to create custom reports and find specific patient data. When you generate reports using this feature, you can specify which information you want to see on the report, so you don’t have to search through information you don’t need to find the information you want.
Let Dentrix find and correct the problems for you. To keep your financial records neat and tidy (and accurate), it is important to post payments and adjustments to the providers and patients that are owed money.
Fortunately, in Dentrix G7.3 or higher, there are two tools that can help you clean up your mismatched accounts: the Allocate Credit Balances feature and the Provider Credit Balances Manager. Watch the feature overview video to see the features in action!
To generate the Patient Balance Report:From the Office Manager, click Reports > Ledger > Patient Balance Report.Type the Report Date you want to print on the report.Do the following:Click OK to send the report to the Batch Processor.
These patient account credit balances typically occur when a patient pays an estimated portion at the time of service. Their dental benefits plan reimburses a higher amount than expected, or the dental plan has made an overpayment.
This report provides an individual patient balance detail for the report date, including procedure code/description, charges, adjustments, insurance payments, patient payments and where current balances stand (pending insurance or patient balance).
The Allocate Credit Balances Feature Then all you have to do is tell Dentrix which adjustments you want to make and let Dentrix post the adjustments for you. In the Ledger, select a patient. From the Transaction menu, select Allocate Credit Balances.
What is a credit balance? Credit balances occur when improper payments and adjustments are made to the practice and exceed the related posted charges. Often they are the result of increasingly complicated healthcare billing and payment processes.
What is a credit balance? A credit balance on your billing statement is an amount that the card issuer owes you. Credits are added to your account each time you make a payment. A credit might be added when you return something you bought with your credit card.
The patient ledger report shows the history of patient services, service charges and descriptions, applied payments and adjustments, and remaining balances. Undisbursed patient payments also appear on this report.
Aging reports are reports that show outstanding insurance claims and patient balances.. Along with the unpaid invoice, this report also shows the number of days they were paid in and the length of time the amounts have been unpaid.
Where on a patient statement are the aging dates located? Aging dates usually appear at the top or bottom of a patient statement when mailed out to the patient as a bill.
Adjustments affect a patient's ledger in one of two ways: charge adjustments increase the patient's balance, but credit adjustments reduce the patient's balance. For reporting purposes—to help everyone know why money was given or taken away—it can be useful to assign descriptions to adjustments.
Patient allocation is the process of assigning all patients to their most responsible health care provider during the study period.
To customize an adjustment type:In the Maintenance menu in the Office Manager, point to Practice Setup, and then click Definitions.From the Definition Type list, select Adjustment Types.To add an adjustment type, under Definition Text, type a description. ... Click Add.
In Dentrix there are a couple of features which will help your office when it comes to the tricky process of allocating balances. I wanted to take a moment to tell you about these features and how they can help your office.
Many practices that are privately owned by a solo practitioner have always posted all payments and adjustments to the owner-doctor. This results in messy accounting and inaccurate reports.
If you want a really quick and easy-to-understand report that can give you a list of outstanding patient balances, consider the Patient Balance Report.
If you want a really quick and easy-to-understand report that can give you a list of outstanding patient balances, consider the Patient Balance Report.
To access the manager, from the Ledger click File > Provider Credit Balances Manager. Select the view options needed, and click OK. Now, double-click a patient’s account to open its Allocate Credit Balances window. Here you can adjust the balance (s) as previously discussed.
In the Ledger, select a patient. From the Transaction menu, select Allocate Credit Balances. Open the Provider Balances According to menu (in the upper-left corner) and select the Family Members option. This view will give you a complete picture of each family member and their providers’ balances.