Current balance transfer

For users or potential users.
Post Reply
fishdrzig
Posts: 433
Joined: Tue Oct 07, 2008 12:46 pm

Current balance transfer

Post by fishdrzig » Tue Oct 28, 2008 3:55 am

When a data conversion is done, do current patient balances get transferred?

User avatar
jordansparks
Site Admin
Posts: 5771
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon
Contact:

Re: Current balance transfer

Post by jordansparks » Tue Oct 28, 2008 8:06 pm

Almost always, yes. It depends somewhat on the software you are converting from.
Jordan Sparks, DMD
http://www.opendental.com

fishdrzig
Posts: 433
Joined: Tue Oct 07, 2008 12:46 pm

Re: Current balance transfer

Post by fishdrzig » Wed Oct 29, 2008 2:33 pm

Actually, my frontdesk saw many credits on the accounts transferred in the trial. She figured out that anything that was treatment planned in the account (transaction screen) of MOGO had an estimated insurance adjustment and that was making OD interpret it as a credit. No problem though, we got rid of the "credits" and this should allow the real conversion to be more accurate.

Post Reply