Friday, February 22, 2013

ClearDent Tip of the Day #5: How to Handle Patient Balance with Penny

Good Bye to the Canadian Penny

If your patient pays by non-cash (such as credit/debit/cheque), you can still charge and process payment as before. But if your patient is paying by cash, some offices may opt to disregard penny. For example:

  • $0.11 and 0.12 rounded down to  0.10c
  • $0.13 and 0.14 rounded up to 0.15c
  • $0.16 and 0.17 rounded down to 0.15c
  • $0.18 and 0.19 rounded up to 0.20c

Option A: This tutorial will show you how to bring to even charge from 32.08 to 32.00
 

1. Go to Patient Ledger, click on transaction and click Add

2. Go to Adjustment



3.
Select Reverse Patient Fee 



4. Click on Manual Enter and type in 0.08 and Adjust All
 

5. Then click OK


6. And it will bring patient due to $32.00 which will be less $0.08

 Option B: This tutorial will show you how to bring to even charge from 32.08 to 32.10

1. Go to Patient Ledger, click on Transaction and click Add
 

2. Go to Adjustment


3. Click on Manual Enter and type in - 0.02 and Adjust All

4. Then click OK 


5. And it will bring patient due to $32.10 which will increase for $0.02

Please make sure if you want to decrease or just to lower number, just enter, for instance, $0.03 which will decrease for 3 cents

And if you want to increase higher number, just enter, for instance, $-0.03 which will increase for 3 cents.

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