Financial

Learning about how to email a receipt or statement to a patient

If you’ve billed a patient using the wrong provider, you can reverse the charge entry and and transfer it to the correct Provider.

How to Refund a Patient

This report can be used to locate specific references such as Discount entries, PST, GST etc.

How to Transfer Assigned Balance to an Account Balance

When to Print Statements

About the Modified Transaction Report

SETUP DISCOUNTS

Instruction on How to Unallocate a Prepayment

How to Set Up and Handle Electronic Fund Transfer Payments

How to Erase Credit Card Information in ABELDent

How to Hide Financial Information in ABELDent

How to Add and Apply a Discount in ABELDent

How To Record a Treatment, Take a Payment and Print a Receipt

Setting up technical/professional splits and running the technical production report

How to Reverse a Charge for a Service that was Not Performed

How to Provide a Patient with a Copy of their Financial History in ABELDent

How to Fix a Missing Insurance Balance in ABELDent

How to Add an Automatic Deposit Payment Type

How to Enter a Post-Dated Payment

How to Stop Users from Deleting Past Financial Transactions

For Income Tax Purposes, Patients Would Like a List of All Payments made in the Past Year for tax purposes. Is there a Report We can Use?

How to Add an Additional Payment Type

How to Generate the Charge Adjustments by Provider Report

How to print patient statements

How to refund a prepayment

Add Qualifiers to Bank Setup Information to Customize the Deposit Sheet

Run the Patient Financial Analysis Report

Can't Apply Ins TRN (client)

Can't access/see an Insurance Balance in Payment window

Eliminate Notations

Financial Transactions Security Privileges

How to Review Payments Entered Today

How to Post a Retracted Insurance Payment from a Bulk Cheque