Ready to explore accounts!
Let's touch on some of the need to know topics when it comes to managing patient accounts from payments and refunds to invoices and more!
Each topic below will link you out to a main help centre guide for further details and images on the 'how to' processes 🎉
💰 Refunding a payment
There are several ways to process a refund in Dentally depending on the state of the patient's account, and the reason for the refund. Explore each scenario below:
💰 Taking deposit payments
Deposits are a great way to ensure a patients return for ongoing treatment! Deposits can be recorded in Dentally using the 'Take Payment' button on the patient's 'Account' tab.
Deposits are best left unexplained so when the treatment is charged through in the future it can be allocated automatically 🎉 Learn more about deposits and how they appear here
💰 Explaining payments
By default, Dentally will automatically allocate payments to invoices. However, should you need to unexplain a payment and explain it against a different invoice, you will need to follow this help guide here.
Use our overview guide to understand payment allocations. Having accurate allocations is important for reporting on associate monthly earnings. You don't want to be paying dentists for work that hasn't yet been completed!