Reconcilliation and allocation
Patient account reconciliation
How payment allocations work🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How payments are allocated
How to use payment allocations🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Understanding payment allocations, and the tools offered in Dentally to manage allocations.
How to use automatic allocations of payments🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Automatically allocating payments against invoices, and how to enable/disable this automation.
How to allocate or unallocate a payment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Allocating and unallocating payments to the correct invoices, to ensure accurate reporting.
How to record payments made by finance companies🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to record payments on finance, and manage subsidies
Managing Migrated Balances🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - This is how we correctly clear a balance and recreate it as a payment line
A comprehensive guide to the payment allocations reports