Why can't I rigorously attach paysplits to adjustments?
Open Dental does not directly link adjustments and paysplits by design. Users who want to do this should instead attach adjustments to procedures (see Adjustments). Pay Split Manager will use the adjusted value of the procedure when suggesting splits.
When creating a payment split, I chose an adjustment, so why do I still see the adjustment as an outstanding charge?
Because there is no direct link between adjustments and paysplits, the adjustments remain as outstanding unless they are attached to procedures. Another option is to change the Auto-Split preferring preference to Adjustments (See Account Module Preferences, Pay/Adj tab). Then the logic used to suggest paysplits will prioritize the oldest positive adjustment, then follow FIFO (First In First Out) accounting logic for the remaining outstanding charges.
My payment amount is $35 and my procedure fee is $35, but a paysplit is only created for $15. Why?
A previous credit may have been applied towards the procedure's balance (e.g. adjustment, partial payment, pre-existing credit).
Can I set up multiple recurring charges for the same patient in one month (e.g. one for the 1st of the month and one for the 15th)?
No. Each patient can have only one recurring charge per month.
In version 17.2 and earlier, why does my guarantor have a large credit and other patients in the family have a balance owed.
This means that excess income has been allocated to the guarantor (and probably a provider).
What are some examples that explain the logic used to suggest paysplits?
The following examples explain the logic Open Dental uses to automatically suggest paysplits when FIFO is the Auto-Split Preferring preference. These examples assume there are two patients in a family: Pat 1 and Pat 2.
Example 1: There are no payments on their account and the payment amount is $80.
Example 2: A previous $30 payment was entered on 5/15/2015 with a single $30 paysplit attached to Pat 1's procedure. The current payment amount is $50
Example 3: A previous $30 payment was entered on 5/15/2015 with a single $30 paysplit attached to no procedures. The current payment amount is $50.
Example 4: A previous $40 payment was entered on 5/15/2015 with a single $40 paysplit attached to no procedures. The current payment amount is $50.