When a patient check is returned for insufficient funds (NSF), there is usually a fee incurred by the dental organization’s bank. To record the NSF fee incurred by the dental organization’s bank as well as adjusting the ledger balance:
- Access the patient record
- Access the “Transactions / Transaction Entry” screen
- Select the “Adjustment Types” option
- Select the “Fee – NSF Bank Fee” adjustment code
- Input the total amount of the returned check plus the NSF fee
- Input a comment in the Notes section for future reference purposes
- Consider to indicate the office’s Billing Provider in the “Provider” field in order to not affect a provider’s existing production and collection records
- Click the Apply button
The “Fee – NSF Bank Fee” adjustment code should be input in the “Setup / Payment-Adjustment Types” screen:
- Type = Adjustment
- Sub Type = Collection
- Sign = + (positive)
- Class = None
When the patient reimburses the dental organization:
- Access the patient record
- Access the “Transactions / Transaction Entry” screen
- Select the appropriate payment type
- Input the payment amount
- Ensure the correct provider is selected in the “Provider” field
- Input a comment in the Notes section for future reference purposes
- Click the Apply button