INNOVATION·IN·DENTISTRY

The Dental Billing Podcast

Stop Treating Patient Credits Like Free Money

30 September 2026 · 30:43

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What it is about

Credit balances look harmless on a ledger, but they represent money we owe to patients or payers and they can turn into a major risk if we ignore them. We break down how to audit credits correctly, avoid accidental giveaways, and stay compliant with refund rules and unclaimed property laws. • Defining a credit balance as a liability rather than revenue • Separating the credit balance report from accounts receivable…

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