Open Dental Forum

About half the time, limited exams, FMX/pans, and periapical X-rays are covered under basic, not preventative. I'm having a hard time getting the system to differentiate between those and periodic exams and BWs. I would like to make sure we are collecting deductibles and copays, but when the deducti...

I've done it just by screenshotting it.

Hi! I am trying to find a report that will list any upcoming appointments with balances on the accounts. (I like to make sure all accounts are accurate and balances are addressed before a patient comes for their appointment, since we are a large fast-paced office.) Ideally, it would including aging ...

How do I run the aging report without any families with outstanding insurance?
I am not worried about accounts with outstanding insurance. We manually send statements after all insurance has been paid for a family account.

Thank you

We usually do not bill patients until all claims are paid. To go through the entire aging report with outstanding claims is tedious and time consuming. A waste of time really. I am not concerned with any balance with a claim still outstanding. Going through the outstanding insurance is a whole other...

We are converting to OD from Dentrix in a month and I am trying to find a report, especially a workable list, comparable to Dentrix's "Collections Manager".
I prefer to have an aging report that does not include outstanding insurance, since this report is run seperately during the month.

Thank you