+2Hey Dentally Team,
I have encountered a possible bug during my workflow. Patient has booked in online for a recall, paid a deposit. However, when I charged the patient for the account we were unable to do electronic HICAPS claim. I have checked the date of charge and it is correct. There is no bug for the deposit as it is unallocated and it did jump into the invoice.
Or if I did something wrong please let me know.
Joe
Best answer by Al T
Hey
I’ve got some good news for you - we’ve actually built out a new feature in Dentally that reserves the money taken for deposits via Portal, and allows you to take and manage deposits directly within the patient’s account screen. This will prevent the issue you describe as deposits won’t automatically allocate themselves to treatment. You’ll be free to claim and then allocate the deposit money afterwards.
It’s going to be coming soon to Australian practices (we’re talking “the next couple of weeks” soon), and will require you to be on our new accounts screen to benefit. So if you want to be ready to benefit as soon as possible, please make sure that you and your team have turned on the “New account screen” toggle when viewing a patient’s account.
+2After talking to the Aus team I found out why it did that.
This bug is pretty annoying and we did not receive any notes about this during training nor it is in the help centre. Staff will need to be on point on who has deposits or before claiming.
+14Hi
Thanks for coming back to us and sharing the steps you took.
I’ve sent your notes straight to our Australian Support and Product teams so we can replicate this and update our resources. We’re still running those checks and we’ll make sure it’s written up in the Help Centre and covered in training.
While we investigate, please let me know if the same issue pops up with any other patients. A few more examples will help us get to the bottom of this faster!
Really appreciate you flagging this and sharing what you discovered. Feedback like yours helps us keep improving Dentally for everyone 😊
+1Hey
I’ve got some good news for you - we’ve actually built out a new feature in Dentally that reserves the money taken for deposits via Portal, and allows you to take and manage deposits directly within the patient’s account screen. This will prevent the issue you describe as deposits won’t automatically allocate themselves to treatment. You’ll be free to claim and then allocate the deposit money afterwards.
It’s going to be coming soon to Australian practices (we’re talking “the next couple of weeks” soon), and will require you to be on our new accounts screen to benefit. So if you want to be ready to benefit as soon as possible, please make sure that you and your team have turned on the “New account screen” toggle when viewing a patient’s account.
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