Late charges are applied to accounts with payment agreements that have failed to make a payment within the grace period of their payment due date. The utility can be run on a monthly basis.
It is recommended that applying late 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 late charges to individual accounts manually.
Applying late charges requires the "Month End - Charges" security right.
To apply late 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 Late Charge.
The Apply Late Charges dialog box appears.
Set up the following options:
Charge Date - This date is used as the transaction date for each late 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.
Select Clinic - Either select the clinics with patients to whom you want to apply late 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 late 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 late charges, or select the All Types checkbox to include all accounts regardless of billing type.
Note: If you do not want to charge late 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.
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 late charges, but any late charges that have already been calculated before the button was clicked will still be applied (to delete those charges, you can print the Late 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.