Finance charges are applied to accounts with and without payment agreements at the same time. If Dentrix Enterprise determines that a finance charge should be assessed for an account with a payment agreement set up, it will refer to the payment agreement terms when assessing the charge.
It is recommended that applying finance charges be done on a monthly basis. While you can run the utility at any time during the month, it is important to run it consistently and at approximately the same time each month.
Notes:
You can apply finance charges to individual accounts manually.
Applying finance charges requires the "Month End - Charges" security right.
To apply finance charges
With only Office Manager open on a computer, and while logged in to the Central clinic, close all Dentrix Enterprise modules on all other computers, and then back up your Dentrix Enterprise database.
On the same computer, enable single-user mode.
On the same computer, open Ledger.
On the Month End menu, click Finance Charge.
The Apply Finance Charges dialog box appears.
Set up the following options:
Finance Charge Date - Finance charges are calculated according to the aged balance for each family account as of the finance charge date. This date is used as the transaction date for each finance charge entry. By default, the current date (in a mm/dd/yyyy format) is entered, but you can change the date.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Minimum Balance to Charge - The minimum balance will be compared to each aged account balance. Only those accounts with an aged balance greater than the minimum will have a finance charge applied. By default, 10.00 is entered, but you can change the amount.
Minimum Finance Charge - The minimum finance charge will be charged to accounts when the calculated finance charge is less than the amount entered. By default, .50 is entered, but you can change the amount.
Past Due Days to Charge - Finance charges will be calculated on the portion of each account balance that is past due according to which of these options that you select and the aging of the account as of the Finance Charge Date. By default, the Over 0 option is selected, assuming charges are due to be paid when they are incurred, but you can select a different option (Over 30, Over 60, or Over 90). If you do not want to charge finance charges to current accounts, do not use the Over 0 option.
Finance Charge -The finance charge percent will be used to calculate the finance charge amount. Enter the Percent to charge, and then click Monthly or Yearly. Finance charges are always calculated on a monthly basis, so if the Yearly option is selected, the percentage entered will be divided by 12 months (for example, if 18% is entered as a yearly amount, Dentrix Enterprise will apply 1.5% to accounts each time you apply finance charges with this utility).
Apply as Adjustment Type - To have
the finance charge be posted as a charge adjustment, select this check
box. With this checkbox selected, to select the adjustment type that
you want to use, do the following: Click the search button 
to select the
adjustment type you want to post.
Clinics - Either select the clinics with patients to whom you want to apply finance charges, or select the All Clinics checkbox to include all clinics.
Primary Providers - Either select the primary providers (Prov1 in Family File) of patients to whom you want to apply finance charges (only primary providers are listed), or select the All Providers checkbox to include all primary providers.
Billing Types - Either select the billing types of patients to whom you want to apply finance charges, or select the All Types checkbox to include all accounts regardless of billing type.
Note: If you do not want to charge finance charges to accounts with billing types that are labeled "No Finance Charges," you must clear All Types and then select only the billing types of accounts that should receive finance charges.
To save the current settings for the next time you run this utility, select the Save as Default checkbox.
Click OK.
A confirmation message appears.
Click OK.
A progress bar appears and displays a count as each account is processed. You can click Abort if you need to stop applying finance charges, but any finance charges that have already been calculated before the button was clicked will still be applied (to delete those charges, you can print the Finance Charge Report from DXOne Reporting as a reference for when you go to each guarantor's ledger that appears on the report to edit or delete the charge).
Turn off single-user mode in Office Manager.