We have one family member who shows a large credit balance on the ledger while another family member shows a balance due to the office. However, the account balance is $0, so the account really doesn’t owe anything to the office. How can we correct?

Many times a credit appears on a patient’s portion when the patient-received payment is made directly to a specific patient, instead of allowing Denticon to apply to the correct balances due through “Apply to Responsible Party.”

Adjustments may be entered in order to move a credit from one family member to another family member that has a balance due to the office.

To remove the credit from one patient:

·   Access the patient record which has the credit balance

·   Click the word “Transactions” and choose the “Transaction Entry” option from the drop-down list

·   On the Payments / Adjustments” tab, click the radio button for “Adjustment Types”

·   Ensure that the selected adjustment increases the patient balance

·   If the existing credit is assigned to a specific doctor or hygienist, enter the adjustment for that specific provider

·   If the existing credit is an unallocated credit, enter the adjustment for the “house” provider

To decrease the balance on the family member who has a balance due to the office:

·   Access the patient record which has the balance due

·   Click the word “Transactions” and choose the “Transaction Entry” option from the drop-down list

·   On the Payments / Adjustments” tab, click the radio button for “Adjustment Types”

·   Ensure that the selected adjustment decreases the patient balance

·   Choose a provider for the patient's outstanding procedures

NOTE: The office may have to make more than one adjustment per patient. There should be an adjustment for each provider who has a credit amount or an outstanding balance in the patient record due for transactions that have been recorded.