Patient account reconciliation
How payment explanations/allocations work🇬🇧🇨🇦🇦🇺🇮🇪 UK, CA, AU, ROI - How payments are explained.
How to use payment allocations🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - Understanding payment allocations, and the tools offered in Dentally to manage allocations.
How to use automatic explanation of payments🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Automatically explaining payments against invoices, and how to enable/disable this automation.
How to explain or unexplain a payment🇦🇺🇬🇧 AU/UK only - Explaining and unexplaining payments to the correct invoices, to ensure accurate reporting.
Statement of Account🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - How to create and print a Statement of Account for a patient. Show a patient their payment history
Finance Payment and Subsidies🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - How to record Finance payments and manage subsidies in the Practitioner Activity Report
Understanding bad debts🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Managing and writing off bad debts, reporting on them and setting a patient as a bad debtor
Managing Migrated Balances🇨🇦🇦🇺🇮🇪🇬🇧 CA, AU, ROI, UK - This is how we correctly clear a balance and recreate it as a payment line
How to add a Claim Discount - AU only 🇦🇺🇦🇺 AU only - How to add discounts to a claim
A comprehensive guide to the payment allocations reports