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, regardless of the recording office location, based on the home office location of the Responsible Party.
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
In this scenario, assuming the Responsible Party’s Home Office is Location A:
- Using the single location simple Aging reports:
- Location A would generate $100 due to Location A
- Location B would generate $100 credit for Location B
- Using the multi-location Aging by Home Office reports:
- Location A would not generate on the report due to the $100 charge - $100 payment = $0 balance
- Location B would not be considered to report anything for Location A’s Responsible Party account
These reports focus on all transactions in a Responsible Party's account ledger, regardless of the location in which the transaction is recorded. These should be generated when the entire dental organization's financial transactions should be considered. The reports will provide the true financial A/R for each location, separated by location, for each location's "home" Responsible Parties, while considering the transactions recorded in a separate location. For a multi-location dental organization, these are the reports recommended reports.
- Reports / Monthly Reports / Aging by Home Office
- Reports / Monthly Reports / Aging by Home Office > Select Include Balance Status
- Reports / Monthly Reports / Aging by Home Office> Select Include Contract Balance
- Reports / Monthly Reports /Aging by Home Office>Detail>Select Provider(s)
- Reports /Monthly Reports / Aging by Home Office > Select Patient A/R
These reports focus on only the transactions which are recorded within a single location. These should be generated when only the financial transactions within a single location should be considered. These reports are not recommended for multi-location dental organizations.
- Reports / Monthly Reports / Aging Report/ Detail
- Reports / Monthly Reports / Aging Report/ Summary
- Reports / Monthly Reports / Aging Report/ Detail/ Select Provider(s)
- Reports / Monthly Reports / Aging Report/ Summary
- Reports / Monthly Reports / Aging Report> Select Include Contract Balance