In the Account Module, select the Hidden Splits tab.
The tab is only available when hidden paysplits exist within the family and turns red when there is a hidden paysplit balance. When all outstanding paysplits have been allocated, the tab will turn gray.
The Hidden Splits tab shows a summary of patient Payments with a Paysplit Unearned Type flagged as Do Not Show on Account. They are typically prepayments to dynamic payment plan charges or treatment planned procedures and attached to one or the other. These Unearned / Prepayment types are hidden from the Patient Account tab, most reports, and statements, to not affect the patient balance until the treatment is complete or a payment plan charge is due.
To edit or view the original Paysplit details, double-click the line item under Hidden Splits. A Receipt also includes the payment details. Run the Hidden Payment Splits Report to track accounts with these prepayments.
Create additional prepayment types in Definitions: PaySplit Unearned Types and assign the default treatment plan procedure or dynamic payment plan prepayment type in Allocations Setup and Account Module Preferences.
For payments to be allocated to treatment planned procedures, you must enable Allow prepayments to allocate to treatment planned procedures in Allocations Setup. To make a prepayment to a treatment planned procedure, see Unearned / Prepayment, Allocated Prepayment.
Once the procedure is set complete, the prepayment transfers to the Patient Account and shows in reports on the transfer date. It will appear as a positive Income Transfer line item in the Patient Account tab and negative line item in the Hidden Splits tab. Also, the procedure description will no longer show on the original prepayment line item under the Hidden Splits tab since the procedure is detached when transferred.
The income transfer will look like this in the Patient Account:
In the event a treatment planned procedure is detached from the payment or the automatic transfer is deleted, use the Income Transfer Manager to transfer the payment to a completed procedure.
When a patient overpays a dynamic payment plan charge, and opts to apply the excess to a prepayment, an income transfer is automatically created moving the overpaid amount to a hidden split. The transfer will consist of a negative paysplit, subtracting the excess payment from the pay plan charge, and a positive paysplit (also attached to the payment plan) turning the excess into a prepayment that shows in the hidden splits tab.
Once the next dynamic payment plan charge becomes due, the prepayment transfers to the new interest charge. If the prepayment is more than the amount of the new interest charge, any excess is transferred to the principal payment plan charge. The transfer will appear as a positive income transfer line item in the payment plan and a negative line item in the Hidden Splits tab.
If the payment plan prepayment transfer is deleted, open the original payment that overpaid the plan and click OK on the payment window. You will be prompted again to apply the overpayment to the principal balance or as a prepayment. Select No to re-create the prepayment transfer.
If the prepayment is more than the total interest and principal charges, run the income transfer manager to re-allocate it to outstanding charges outside of the payment plan.