Hi ​@AK1  👋 welcome to the Community!

There are two clean ways practices usually handle this in Dentally, and neither should need the “1p invoice/1p payment” workaround.

Option A - Pay associates on the work done

If your associates are paid based on the treatment they’ve invoiced/been paid for (including plan patients), the simplest method is the Monthly Accounts report. It gives you a fixed, end-of-month picture per practitioner (includes deposits used, refunds, corrections), so you can lift each associate’s Net payments without any penny tricks. Guide here: How to use the ‘Monthly Accounts’ report to pay associates. 

Option B - Share out a monthly capitation pot

If you pay associates a share of the Practice Plan/Denplan remittance itself (rather than on the work), avoid penny items and instead raise proper sundry invoices for the actual amounts you want to allocate to each associate, then allocate the remittance against those invoices. That way:

• the money is matched to real invoices,

• it shows correctly in Payment Allocations (you’ll see the split across Patient/Site/Practitioner/Sundry), and

• your month-end/associate reports stay consistent.

  Help on sundries and how allocations are shown: Selling sundries and Payment Allocations report. 

Tip: Dentally used to suggest Payment Allocation Totals for pay, but the current recommendation is Monthly Accounts - it’s more accurate for practitioner pay and locks once the month closes.

One additional option: We also offer MPC Pay, a dedicated module that automates associate payments by pulling data directly from Dentally. It supports revenue split customisation, provisional earnings statements, and eliminates manual spreadsheet work entirely

Would love to hear how others do this in their practice - especially those running capitation plans: ​@BCDC2023 ​@RegentStreet85 ​@EamonnOMeachair (tagging a couple of other users who may be able to help 😊).

Hi,

thanks for tagging us. So…we are predominantly a Denplan practice. Denplan give us a monthly fee update on how much each associate gets each month. We do nothing in dentally with it. Unfortunately Denplan and Dentally don’t talk to each other…yet. 
 

I would agree with ​@Saymon about the reports though. It all depends on which way your practice  works