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Feature #972

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Feature #961: Accounting Ledger Implementation – Patient-Based Ledger (Ticket 809)

Implement PaySplits & Family Insurance APIs in Windows Service for Accounting Ledger

Added by RishiKesh Tuniki 27 days ago. Updated 24 days ago.

Status:
Resolved
Priority:
Normal
Assignee:
Start date:
03/23/2026
Due date:
% Done:

100%

Estimated time:
Test Phase:
Select Test Phase

Description

We have introduced new DTOs and structure enhancements to support accurate financial and insurance data processing from OpenDental.

The following APIs need to be integrated into the Windows Service responsible for syncing data and generating the Accounting Ledger.

🔗 OpenDental API References

  1. Family Module Insurance API
    https://www.opendental.com/site/apifamilymodules.html
    Endpoint:
    GET /familymodules/{PatNum}/Insurance
  2. PaySplits API
    https://www.opendental.com/site/apipaysplits.html
    Endpoint:
    GET /paysplits

📦 Newly Added DTOs

  1. OpenDentalFamilyInsuranceDto
    • Represents UI-level insurance data (Primary/Secondary)
    • Combines data from PatPlan, InsSub, Carrier, and InsPlan
  2. OpenDentalPaySplitDto*
    • Represents allocation of payments
    • Links payments to:
      • Procedures (ProcNum)
      • Payment Plans (PayPlanChargeNum)

🏗️ Master DTO Update

Updated:

  • OpenDentalSyncDto

Added:

  • List FamilyInsurances
  • List PaySplits

⚙️ Implementation Requirements

1. Windows Service Integration

  • Extend the existing OpenDental sync job to:
    • Fetch data from:
      • /paysplits
      • /familymodules/{PatNum}/Insurance
    • Map responses to the new DTOs
    • Populate OpenDentalSyncDto
      2. Accounting Ledger Enhancements

Use PaySplits as the source of truth for financial allocation:

  • If ProcNum > 0
    • → Link payment directly to a procedure
      3. Insurance Data Usage
      • Use FamilyInsurance API for:
        • Displaying Primary / Secondary insurance
        • Avoid manual joins across:
          • PatPlan
          • InsSub
          • Carrier
          • InsPlan
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