Conversions: Income Transfers
Webinar: Income Transfers
After a final data Conversion you may have guarantors with large negative balances, but associated family members may have positive balances. Open Dental associates payments with the individuals who had the work done. Other software, however, may have associated payments with guarantors only. Thus, when a family balance is not 0, the conversion process is unable to determine where to apply balance amounts.
Anyone on your Aging of Accounts Receivable (A/R) Report that you ran immediately after your final conversion could be in need of an income transfer. Income transfers can be performed at any time.
As patients come in, or as payments are entered, check the family balance in the Account Module.
See Income Transfer Manager for more details about this feature.
Resource: Post Conversion Checklist (PDF)