Hi Team,
We need a way to show the current family aging balance. We noticed that Open Dental stores this information in a table, but that table is only updated in certain cases. We would like to display that data to the user, but we would need a way to get what it would show if the calculation for that were run right now, using the latest data.
Request 1: Get the latest calculated fam aging balance
Use Case -
- The user logs in to our system
- The user views a patient's information
- The users sees the aging balance information for this patient
Request Details
- We would like to request an Api which when we call that Api it calculates the latest aging balance and provide us the same.
New API for Fam Aging Balance
Re: New API for Fam Aging Balance
Good morning kashgoyal,kashgoyal wrote: ↑Mon Jun 12, 2023 10:40 pmHi Team,
We need a way to show the current family aging balance. We noticed that Open Dental stores this information in a table, but that table is only updated in certain cases. We would like to display that data to the user, but we would need a way to get what it would show if the calculation for that were run right now, using the latest data.
Request 1: Get the latest calculated fam aging balance
Use Case -
- The user logs in to our system
- The user views a patient's information
- The users sees the aging balance information for this patient
Request Details
- We would like to request an Api which when we call that Api it calculates the latest aging balance and provide us the same.
Will the AccountModules GET Aging endpoint work for you?
Thanks!
Re: New API for Fam Aging Balance
Hi justine,
Thanks for providing the aging balance Api endpoint. We can certainly use this endpoint if the api pertains that we would be able to get accurate and current numbers for the aging report at any given moment as Open Dental's documentation (https://www.opendental.com/manual/aging.html) states the aging data is only updated in certain places.
Can you please confirm on this?
Also, It will be really helpful to know what all fields impact the aging balance so that whenever their is any update to that field we can call the get balance api to fetch the accurate current numbers.
Thanks,
kashgoyal
Thanks for providing the aging balance Api endpoint. We can certainly use this endpoint if the api pertains that we would be able to get accurate and current numbers for the aging report at any given moment as Open Dental's documentation (https://www.opendental.com/manual/aging.html) states the aging data is only updated in certain places.
Can you please confirm on this?
Also, It will be really helpful to know what all fields impact the aging balance so that whenever their is any update to that field we can call the get balance api to fetch the accurate current numbers.
Thanks,
kashgoyal
Re: New API for Fam Aging Balance
Yes.kashgoyal wrote: ↑Thu Jun 15, 2023 3:13 amHi justine,
Thanks for providing the aging balance Api endpoint. We can certainly use this endpoint if the api pertains that we would be able to get accurate and current numbers for the aging report at any given moment as Open Dental's documentation (https://www.opendental.com/manual/aging.html) states the aging data is only updated in certain places.
Can you please confirm on this?
To ensure accuracy, whenever you click into the Account Module in Open Dental, aging is ran. Calling GET accountmodule/Aging honors that process.
Also, see GET Reports/Aging .
Adjustment, claimproc, payment, payplan, payplancharge, paysplit, and procedurelog all impact aging. See the schema for table information.
Any api endpoint that impacts aging also keeps this information accurate.
Thanks!
Re: New API for Fam Aging Balance
Hi justine,
So "GET accountmodule/Aging honors that process" means when the Api is called aging will run and provide latest balance or it will not be run?
Thanks!
So "GET accountmodule/Aging honors that process" means when the Api is called aging will run and provide latest balance or it will not be run?
Thanks!
Re: New API for Fam Aging Balance
Thanks for the confirmation justine.