New API for Fam Aging Balance

[kashgoyal]

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.

[justine]

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.

Good morning kashgoyal,

Will the AccountModules GET Aging endpoint work for you?

Thanks!

[kashgoyal]

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

[justine]

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?

Yes.
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 .

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

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!

[kashgoyal]

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!

[justine]

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!

Yes, accountmodule/Aging runs aging.

[kashgoyal]

Thanks for the confirmation justine.