When a dental operation has multiple locations, sometimes a patient’s transactions are recorded in several locations:
- Procedure is charged in location A (example fee: $100)
- Payment is recorded in location B (example payment: $100)
- As a result, the ledger balance is $0
When the office generates the Aging report while logged into location A, the report will generate for only the financial standing within location A. In the scenario above, location A’s Aging report will indicate the account owes $100 based on the complete procedure.
If the office generates the Aging report while logged into location B (and the report parameter indicates to “Include Credit Balances”), the report will generate for only the financial standing within location B. In the scenario above, location B’s Aging report will indicate the account has a $100 credit based on the payment.
Multi-location practices should always generate the “by home office” aging reports. These reports provide the organization a true reporting of which accounts owe money, based on the home office location of the Responsible Party.
In the above scenario, if the Responsible Party’s home office is location A, the “Aging by home office” reports would not generate the account to the report, based on the $0 account balance.