Hi ​@BCDC2023, right now when you take a deposit you can click the “explain” button next to the unexplained money and enter a note without selecting an invoice, this will reserve the money and prevent it from being automatically explained to future treatment that gets charged through.

The balance will still include that money, however, so the reception team will need to go and take a look at the account to see if there are unpaid invoices to be sure that there’s nothing for the patient to pay, and then check if there are reserved payments that should be applied to the invoices as the treatment the deposit was taken for has now occurred. We are actually working in this area though, so expect it to be a little easier in the coming few months!

Unfortunately this suggestion does not recognise the fact that it considerable work to explain a payment and then unexplain it at a later date to match off against an invoice that gets charged to the system by the dentist.  We used to this until it consumed too much time as we have some 60-70 patients a day when it’s busy and cannot keep doing that.

Hopefully a solution is in sight as this is not ideal.  There should a “deposit” option which the dentist can then apply an invoice to match off against the deposit at a later date.

Hopefully a solution is in sight as this is not ideal.  There should a “deposit” option which the dentist can then apply an invoice to match off against the deposit at a later date.

Watch this space ​@BCDC2023! Would you be up for having a call with us to see what we have in mind?

Yes, I would that would be great.  Thanks.