Dentrix Ideas

Separating Accounts

I separated an account, divorce situation, and there was a huge balance then posted to the females account. There were many special adjustments and the "fix" is to post another adjustment to the account. The problem is at the end of the year with taxes........ this is not a true adjustment/charge/fee. This will show somewhere in our reports and has to be claimed. This is not right!!
There has to be a better way, fix, to seperate accounts when life changes happen. You can't have an account that started 30 years ago with a couple, then their children, their children's spouses, grandchildren, etc. This is absurd. You can't have all these adjustments at the end of the year either. This needs to be addressed and fixed.

  • Guest
  • Jul 30 2020
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