You are reviewing the account for Betty Braces, and you want to add a promise for the payments expected.
To add a promise:
Open the chart for Betty Braces, open a financial functions window, and click the Promises/Collections button. The Collections Activity—Add New Promise window is displayed.
The software populates the Name of Contact field with the name of the responsible party. The Original Due Date field contains the due date from the contract, and the Amount Due field shows the current balance on the account.
In the Promise Date field, type the date the promise is due, or double-click the field to display a calendar and select a date.
In the Amount Promised field, type the payment amount promised.
In the Comment field, you can type a comment concerning the promise.
In the Contacted via: field, use the drop-down list to select the method used to contact the responsible party.
Click Add New. The Portion of Current Balance that has NOT been promised field displays the amount of the current balance that has not been promised to be paid. If the entire current balance is not entered for a promise amount, the Additional Promises Required window is displayed, prompting you to enter another promise. Click Yes to enter another promise.
Click Close.
To view a list of accounts with balances due:
On the main menu, click the Collections Activity button. The Collections Activity for <Date> window is displayed.
Select the accounts you want to view and click OK. The Collections Activity window is displayed.
In the Responsible Party field, a list of responsible parties whose accounts fit the criteria you selected is displayed. Select a name in the list to view a party’s information. In front of the responsible party name, either (Due) for balance due or (P/D) for accounts with a promise and balance due is displayed. (Prm) is displayed in front of the responsible party name when you search only for Accounts with Promise Due.
Select View from the menu bar to customize the information displayed in the Collections Activity window. Choose from the following options:
Contacted Parties
Promises for Patients
Totals/Overview
Checks/Overdraft
Promise History/Changed Promises/Future Promises—Select the types of promises you want to display in the promise grid. Future promises are displayed by default. Select Promise History to view deleted and paid promises. Select Changed Promises to include promises that have been changed in the view.
Show Options—Shows the display options you selected in the Collections Activity For <date> window.
Use the function buttons at the bottom of the window to perform additional financial functions:
Statement
Adjust
Totals
Ledger
Contract
Click Close.