Collection adjustments
Provide ability to enter a negative payment amount that would create a charge adjustment to be included on the deposit slip (e.g. for NSF checks, credit card refunds, returned checks, and overpayments by insurance). [1395]
AdminMy Voice Administrator
(Admin, DENTRIX)
shared this idea
The Dentrix Productivity Pack 8 introduced the ability to enter negative insurance payments, and the Daily Collections report (Office Manager | Reports | Management | Day Sheet (Charges and Receipts). Which allows you to include selected adjustment types alongside the payments, resulting in and “adjusted collections” number.
10 comments
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Anonymous
commented
Hello - How do I generate daily "Deleted Transaction" report? I want to keep track of what have been deleted on G4? Thanks
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AdminRyan Beardall (Admin, DENTRIX) commented
To generate a Daily Collections Report, do the following:
1. Open Office Manager | Reports | Management | Day Sheet (Charges and Receipts)...
2. In the Select Report Types section, check the box Daily Collections.
3. Click the Options button to select which Payment Types and Adjustment Types should be included on the report.
(Article # 49627) -
Anonymous
commented
How do I generate daily collection report in dentrix?
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Rene, in the strict sense, you did collect $100 on the day in December. The ledger reflected it, and reports including the deposit slip record of what money to took to the bank reflected it. On the day in January when you learned of the insufficient funds, you debited the patient account $100, and presumably made a note with that adjustment detailing the reason for that charge adjustment. In generally accepted accounting principles (GAAP), this is the proper thing to do. However, because Dentrix treats all debit adjustments as increases in AR and therefore increases in production, I can understand your concern that this makes the production appear higher on most of your reports. Article # 50272, "Adjusted Collections and Adjusted Productions" in the support knowledgebase details the situation well (yours is situation 3 described in that article).
The article goes on to suggest four different reporting options where you can view "Adjusted Collections" and "Adjusted Production" - allowing you to determine if, for example, your NSF adjustment type displays as an increase to production or a decrease to collection. The reports are Provider A/R Totals,
Practice Advisor Report, DXPort, and the Daily Collection Report. The article might be worth talking a look at.
You can login to the kb here: http://www.dentrix.com/resource-center/login.aspx -
Rene
commented
If I collected a payment in Dec for $100.00 and closed out my month, then I find it was a NSF, I really didn't collect $100.00! Where does it show that I did not collect that amount. I was told to make an adj and it would balance out. WHAT?? This is not good accounting. HELP!
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Productivity Pack 8 introduced the Daily Collections report (Office Manager | Reports | Management | Day Sheet (Charges and Receipts). It is a very similar format to the Deposit Slip but also allows you to include selected adjustment types alongside the payments, resulting in and "adjusted collections" number.
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Sherry Wheatley
commented
I would like to have it so when you have an account that has been sent to the collection agency and it finally is uncollectable, when you adjust it off dont have it come off that months production. Instead have it come off the total amount that is owed on the books.
Sherry- Medina Dental Group -
Steven Benson
commented
I am surprised that you have not fixed this problem yet. It is especially difficult to deal with credit card returns since there is no record of the transaction in credit card deposit reports.
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Ranielle Brazell
commented
This is an area that needs immediate attention. As a trainer I told by many doctors that other dental software offers this information on the receipts day sheet. It needs to be fixed NOW. Any refunds that are issued should appear on the receipts day sheet just like production and collection appear on the day sheet. This is very important for auditing purposes and tracking "real" refunds.
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Jane Blair
commented
or rather than adding a charge adjustment, just set it up where you can select it not to show on the deposit slip
