Conversions: Income Transfers

See Use Converted Database.

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.

Steps to Follow

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.

Refer to the Aging of Accounts Receivable (A/R) Report you ran immediately after the final conversion. As patients come in, or as payments are entered, check the family balance in the Account Module.

Use the Income Transfer Manager to transfer balances to the correct patients.

Resource: Post Conversion Checklist (PDF)

Conv - Accounts Needing an Income Transfer

Linked below is the text for a Query that identifies families with a 0 balance who are ready for an income transfer.

Conversion_AcctNeedingIncomeTransferQuery.txt