+4Hi guys,
we have a patient who recently (a few weeks ago during our move over to Dentally) came in for their routine check up. We had them down as private and as such created a fee. They are in fact a Denplan patient. How do we now take off the £? Does it need to be done by a higher level user and if so, how do they go about it?
+14Hi
This can happen after a move but it should be easy to sort. Let’s try a few things:
Set the patient to Denplan so prices are right going forward (Payment plan / fee schedule). This bit usually needs an Admin (Level 4).
If the invoice is unpaid, open the patient’s Account tab and delete it, then re-charge under the Denplan plan.
If the invoice is locked or has payments, unlock / unallocate first, then delete and re-issue on Denplan or, if you prefer to keep the paper trail, write it off with a negative invoice and allocate it to clear the balance. (Permissions for deleting/adjusting payments are typically Level 4 or a user with the right toggle enabled.)
Once the plan’s set to Denplan, future estimates/invoices will price correctly. Let me know if this helps! 😊
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