Regularly review and reconcile payments and invoices to eliminate discrepancies early.

Wherever possible, allocate payments to an invoice, so you can be sure every payment is matched to the right invoice and vice versa - avoid allocating to notes unless absolutely necessary.

Ensure refund guidance is carefully followed, to prevent accidental negative payment entries.

If you are migrating from a different system, verify that all prior balances and credits have been correctly transferred into Dentally.

If you believe a change needs to be made to a patient's account, thoroughly review their existing payments and invoices to be certain the adjustment is needed before doing so.

When manually allocating or completing other actions (such as discounts and refunds), ensure you clearly document the reason via notes, so you have a paper trail and can easily trace back to identify mistakes if needed.

Make use of deposits, quick allocating, automatic allocations and other features in Dentally for more accurate accounting which should reduce the need for manual actions which risk human error.