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.
To identify family balances that equal 0, you have two options:
Run the query Conv-Accounts Needing a Non-Income Transfer. This query may be in your Query Favorites. It is also listed at the bottom of this page.
Use the Income Transfer Manager to transfer balances to the correct patients.
Resource: Post Conversion Checklist (PDF)
Linked below is the text for a Query that identifies families with a 0 balance who are ready for an income transfer.