If posting a discount plan via the API, the Open Dental client does not appear to incorporate the discounts when calculating apt estimates/totals. More specifically, the procedurelog table does not update the DiscountPlanAmt field.
EDIT: This appears to be an issue when you do not set the optional DateEffective and/or DateTerm fields. If both are set, discounts take affect.
EDIT 2: It appears that even with the DateEffective and DateTerm fields included in the POST, the DB will not update the procedurelog table unless the patient is accessed via the Tx Plan module in the Open Dental client. I suspect the intent is to trigger this update with a POST/PUT/DELETE of discountplansub?
Is anyone aware of another API that would trigger the DB to update? Perhaps I can hack a solution with a quick post/delete of a procedure?
POST DiscountPlanSub defect
Re: POST DiscountPlanSub defect
Good morning rinse-dental,rinse-dental wrote: ↑Fri Sep 22, 2023 4:44 pmIf posting a discount plan via the API, the Open Dental client does not appear to incorporate the discounts when calculating apt estimates/totals. More specifically, the procedurelog table does not update the DiscountPlanAmt field.
EDIT: This appears to be an issue when you do not set the optional DateEffective and/or DateTerm fields. If both are set, discounts take affect.
EDIT 2: It appears that even with the DateEffective and DateTerm fields included in the POST, the DB will not update the procedurelog table unless the patient is accessed via the Tx Plan module in the Open Dental client. I suspect the intent is to trigger this update with a POST/PUT/DELETE of discountplansub?
Is anyone aware of another API that would trigger the DB to update? Perhaps I can hack a solution with a quick post/delete of a procedure?
Thank you for letting us know about the issue. We are actively looking into this for you.
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Re: POST DiscountPlanSub defect
Thanks!
Re: POST DiscountPlanSub defect
Hello rinse-dental,
We addressed an issue where procedurelog.DiscountPlanAmt may not have been updated when a discountplansub POST/PUT had been called. This fix is available in version 23.1.53 and newer.
Thanks!
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- Posts: 118
- Joined: Wed Apr 06, 2022 12:04 pm
Re: POST DiscountPlanSub defect
woohoo!