IS there an option to have a symbol for overdue accounts or to show how much a patient owes in the appointment view?
For example. not what they owe for that appointment, but what is in their account ledger?
quick way for even non admin team to see that patient has overdue $$ before starting procedures, etc
Account due in Appt. view
Re: Account due in Appt. view
This is not currently one of the available rows that can be added to an appointment view, but a feature request has been submitted to us for what you described. If you would like to vote for this feature request, you can find it by clicking the help menu in Open Dental and then clicking 'Request Features'. On the Feature Requests window, search for the request ID, 4405. You can then double click on the feature request and apply votes in the upper right corner of the Edit Request window. See our manual for further details about feature requests and voting, https://www.opendental.com/manual/featurerequests.html
Re: Account due in Appt. view
You can try the "Patient dashboard", lots of customizable "at a glance" info.
https://www.opendental.com/manual/patientdashboard.html.
https://www.opendental.com/manual/patientdashboard.html.