How do I write off all patient debts within a particular time period?

In certain circumstances there may be a time where you wish to write off all debt in a certain time period. To do this within your dental software you have to run the patient Account report.

To access this report click on the SFD button in the top left hand corner of the screen then select Reports (shown below).

Now click on the Accounts icon within the Patient section of the report screen.

Once you have clicked the Accounts button, click Report in the top left hand corner of the screen.

After clicking report you will be presented with the following window.

Next to Type, you can choose whether the patient is in debit or credit. From the age dropdown you have the following options.

Finally you can choose how much the patients are either in credit or debit by.

To enter an amount, simply choose an option from the dropdown list then enter the amount.

Once you have entered all of your values, click OK in the bottom right hand corner of the window.

The example above shows all patients that have been in debt for more than a year but by less than 50. This report can be useful to target patients that owe the practice money.

To write off debt for every patient included in the accounts report click on the Write Off button at the top of the screen.

You will then be presented with the following window.

After clicking yes, you will require a password. Contact support on 0845 643 2727 to receive the password.



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