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Unearned / Unallocated Income

Unearned income is income from a patient that is not allocated to a procedure or needs to be refunded. When a Pay Split's unearned type is not 'none', the pay split is considered unallocated/unearned.

There can be many Unearned Income types, but by default Open Dental has one (Prepayment) and it is set as the default for unallocated pay splits. If you would like to track other types of unearned income such as overpayments, credits, copays, etc. you can create more unearned income types, then assign them to pay splits to mark the income as 'unearned'. All pay splits that have an unearned type are pooled together for the family and show as Unearned income in the Account module Aging area.

Setup options that affect unearned pay splits:

Note: When a patient has unearned income and a claim is created on the account, user will be prompted to allocate the unearned income to completed procedures.

Enter a Prepayment
Edit Pay Splits: Change a pay split's Unearned Type
Allocate Unearned Income to Procedures (allocate unearned income when you only use one unearned type)
Income Transfers (allocate unearned income when you use multiple unearned types)
Return a Payment
Unearned Income Report

 

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