Allocations

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jordansparks
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Allocations

Post by jordansparks » Tue May 25, 2021 7:14 pm

For those who are frustrated by allocations, would it help to have no allocations? Open Dental didn't used to attach payments to anything. I've been toying with having a mode where it behaved like that again. I'm not sure you would want to turn it off and on sporadically. If you work with this option on (off?), it would leave payments unallocated, which would be totally fine for some people. But it might look messy if you then turn allocations back on and you see the unallocated payments. I will look through the feature requests to see if there's an existing one, or if I should add a new one.
Jordan Sparks, DMD
http://www.opendental.com

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jordansparks
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Re: Allocations

Post by jordansparks » Tue May 25, 2021 7:52 pm

It's now feature request 13821.
Jordan Sparks, DMD
http://www.opendental.com

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jordansparks
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Re: Allocations

Post by jordansparks » Wed May 26, 2021 7:35 pm

This topic just got 41 responses in FaceBook. The problem is that it's nearly impossible to find the responses after a few months. For future reference, here is that conversation:
https://www.facebook.com/groups/openden ... 381575330/
I've also edited the feature request to read like this:
Allocation of payments, make less frustrating.
Allocations are currently frustrating for many users. This request is to reduce the frustration using a variety of improvements. Most of the changes will involve how the UI is organized and how the features are explained. This request will be considered complete if users can generally understand what's happening without significant training.
Jordan Sparks, DMD
http://www.opendental.com

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jordansparks
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Posts: 5739
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon
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Re: Allocations

Post by jordansparks » Thu May 27, 2021 6:59 pm

Today, the area for setting the preferences related to allocations got a huge overhaul and its own new window. All staff will be able to see this window and learn from it without going to the manual. We also plan to add functionality in a few places to "fix" old account entries by applying FIFO without enforcing patient or provider. This will cause old payments to be allocated after a conversion, for example. I also want to look very closely at how LIFO payments could ignore certain kinds of history in a predictable manner. I also want to track down any questions that pop up and see what we can do to eliminate them.
Jordan Sparks, DMD
http://www.opendental.com

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