Dynamic Payment Plans Overcharged Report
Use the Dynamic Payment Plans Overcharged Report to find and fix overcharged production on Dynamic Payment Plans.
In Standard Reports, in the Monthly section, click Dynamic Payment Plans Overcharged.
A Dynamic Payment Plan is considered overcharged if the sum of the payment plan debits (before interest) exceeds the sum of the production attached to the plan. Overcharged plans will turn yellow in the Payment Plans grid of the Account Module.
Change the filters to update report results.
From / To: Filters by the start date of dynamic pay plans. Defaults to a month from the current date.
Providers: Click the dropdown to select providers. Ctrl + click to choose multiple providers or click All to include all listed providers. Filters by provider associated with the overcharged production.
Clinics: Select the clinics to include in the report. Ctrl + click to select multiple clinics or click All (includes hidden) to include all clinics, including those marked hidden.
Patient: Lists the name of the selected account currently filtering the report. The currently selected patient is entered automatically when opening the report. If no patient is selected, the report returns results for all patients that meet the other filter criteria.
Click Refresh to update the Overcharged Prodcution grid. Right-click any item in the grid and select to Go To Account to launch the Account Module for the selected patient. Below is a description of each column included in the grid:
Click Print to launch a print preview of the report. The print preview includes the same data columns as the Overcharged Production grid listed above. For a description of toolbar buttons, see Complex Report System.
To fix the overcharged production items in the list, select one or more items in the grid and click Fix. If nothing is selected, clicking Fix will correct all listed production. A negative charge and negative payment plan debit will be added for each item selected.
The negative charge is added to the Amortization Schedule for the total amount overcharged on the production item.
The negative payment plan debit is added to the Patient Account if the Pay Plan charge logic, Age Credits and Debits, is set in Preferences. This is to offset the pay plan debits that overcharged the production item.
The total cost of the loan is reduced to reflect the updated total tx amount (attached production). If the patient has been actively making payments to the payment plan, it may become overpaid after fixing the production. Run the Income Transfer Manager to re-allocate the income from the overpaid charges to other charges or to Unearned Income to be allocated later.