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Changing Pay Split Allocation

Pay splits can be reallocated to a different procedure, as long as they are not associated to an Accounting entry. To edit pay splits older than 24 hours or attached to an Accounting entry, Transfer Income instead.

Reallocate a Pay Split to another Procedure (same day)
Re-allocate a Pay Split to another Procedure (Older than Today or Associated to an Accounting entry)
Change a Pay Split's Unearned Type

Note: We recommend only changing pay splits on the same day the payment is created to avoid changing historical records.

Reallocate a Pay Split to another Procedure (Same Day)

  1. On the Payment window, double click the pay split to open the Edit Payment Split window.
  2. Under Procedure, click Detach to remove the current procedure from the split.



  1. Select the family member to allocate the pay split to.



  1. Click Attach to select a new procedure from the Select Procedure window. Select the procedure and click OK. The Clinic and Provider will automatically update based on the procedure.
  2. Click OK to save the pay split.
  3. Repeat steps 1 - 5 for each pay split that needs changed.
  4. Click OK on the Payment window to save changes.

Re-allocate a Pay Split to another Procedure (Older than Today or Associated to an Accounting entry)
This is also called an income transfer.

  1. From the patient's Account, click the Payment drop down and select Income Transfer. The Payment window will open with a $0 amount and 'None (Income Transfer)' payment type selected.
  2. Create a pay split to subtract the income from the incorrectly allocated procedure.
    • Check 'Show all Charges' and select the procedure the original payment was allocated to.
    • Click Add Partials and enter a negative amount to subtract from the procedure.
    • Click OK to create the pay split.
  3. Create a second pay split allocated to the new procedure.
    • Select the procedure from the Outstanding Charges list.
    • Click Add Partials and enter a positive amount.
    • Click OK to create the split.
  4. Repeat steps 2 and 3 until all splits are properly allocated.
  5. Once the sum of all pay splits equals zero, click OK to save the transfer.

Change a Pay Split's Unearned Type

  1. On the Payment window, double click the pay split to open the Edit Payment Split window.
  2. Use the Unearned Type dropdown to select a new unearned income type.



  1. Verify the Clinic and Patient are still correct.
  2. Click OK to save changes.

 

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