Printing the Ledger

March 20, 2019 Patients will occasionally request a printed copy of their charges and payments, especially for the previous year, and especially at tax time or when they need to reconcile a health saving account. And they will need the practice name, address, and...

Applying Unapplied Credits

November 07, 2018 Dentrix Ascend uses line-item accounting, which means that when a credit—such as a payment or credit adjustment—is entered, it should be posted against a debit transaction, such as a procedure or service rendered. In some cases, when a payment is...

Customizing the Ledger View

The Ledger page contains individual line items for every completed procedure, insurance claim, payment, adjustment, finance charge, and late charge made on the account. It can quickly get confusing to look at, particularly when viewing the activity for all of a...

Handling a Returned Check

Don’t you just hate it when a patient’s check comes back from the bank with a big NSF (not sufficient funds) stamped on it? Bounced checks are just a pain. But, as banks report making billions in bad check fees every year, it is almost inevitable that some of that bad...