Patient account reconciliation
How payment explanations/allocations workHow payments are explained.
How to use payment allocationsUnderstanding payment allocations, and the tools offered in Dentally to manage allocations.
How to use automatic explanation of paymentsAutomatically explaining payments against invoices, and how to enable/disable this automation.
How to explain or unexplain a paymentExplaining and unexplaining payments to the correct invoices, to ensure accurate reporting.
Statement of AccountHow to create and print a Statement of Account for a patient. Show a patient their payment history
Finance Payment and SubsidiesHow to record Finance payments and manage subsidies in the Practitioner Activity Report
Bad DebtsHow to handle Bad debts, write off a bad debt, clear debt from the invoice report, set a patient as a Bad Debtor, report bad debts
Managing Migrated BalancesFor your query, this is how we correctly clear a balance and recreate it as a payment line
How to add a Claim Discount - AU only 🇦🇺How to add discounts to a claim for Australian specific users 🇦🇺
A comprehensive guide to the payment allocations reports