open dental report of patient balance

Open Dental Software - Receivables Breakdown Report In Standard Reports, click Receivables Breakdown. This report is a breakdown, by date, of outstanding patient balances.

Full Answer

How do I show the number of unfinalized payments in Open Dental?

For the number of unfinalized payments to show, the Open Dental Service must be installed and running. Other Reports in Open Dental: To add a click-able URL as a Reports menu option, see Custom Bridges. Accounting reports (General Ledger Detail and Balance Sheets). See Accounting Close Year. Clearinghouse reports.

How do I view active patients in open dental software?

Open Dental Software - Active Patients Report The Active Patient report lists all active patients that have had a completed procedure within a specific date range. In Standard Reports, in the Lists section, click Active Patients. Patients with any status other than Patient will not show on this report.

How do I use the active patient report?

The Active Patient report lists all active patients that have had a completed procedure within a specific date range. In Standard Reports, in the Lists section, click Active Patients. To control user access to this report, see Report Setup: Security Permissions.

How do I Group patients with negative balances and insurance estimates?

When grouped by family, the report includes patients with negative balances and insurance estimates by default. When grouped by individual, the user will need to manually include patients with negative balances and insurance estimates if desired. This is required if you want an itemized family breakdown (see below).

How do I open an aging report in dentistry?

Open Dental Software - Insurance Aging Report. In Standard Reports, in the Monthly section, click Insurance Aging Report.

How do you add patient notes to open dental?

Simply create an appointment with a note and no procedures.In the Appointments module, click View Pat Appts.Click NOTE for Patient.Enter the note in the Patient NOTE field on the left.Click OK to send the note to the pinboard, then drag the note to the schedule.More items...

What is unearned patient income in open dental?

Unearned income is typically a patient prepayment towards future charges or a patient overpayment to be refunded. When a patient payment has a Payment Split (paysplit) with an unearned type set, it is considered a prepayment or unearned income.

How do you check in a dental open?

When the patient arrives, click on their appointment. This will select the patient.On the right, click the confirmation status abbreviation that triggers a Time Arrived entry (e.g. Arrived). The patient will list in the waiting room.When patient is seated, select the status that triggers Time Seated (e.g. In Room).

How do you write dental notes?

A dental hygiene note should include:Intraoral/extraoral cancer exam. ... Calculus and biofilm deposits. ... Bleeding and inflammation. ... Treatment rendered during current appointment. ... Periodontal status (stage and grade). ... Other clinical findings. ... Patient concerns. ... Oral health instruction and recommendations.More items...•

How do I print open dental?

Open Dental Software - Print Appointments. In the Appointments Module, in the Toolbar, click Print. Start / Stop Time: Enter specific times to include in the list. Operatories per page: Directly affect how many pages will print.

How do you allocate payments to open dental?

In the Main Menu, click Setup, Account, Allocations. By default, when entering a Patient Payment, Open Dental will automatically suggest Payment Splits (paysplits) allocated to the oldest production items (e.g. adjustments, pay plan charges, procedures) within the family.

Examples

After a Conversion: To generate an Aging of A/R report so you can compare the total account balance in your old software with the beginning total account balance in Open Dental.

Questions and Answers

Question: I am comparing my Aging of A/R total from two dates. I expect the differences to be equal to the Production and Income amounts for the period, but it differs. Why?