Working with Unapplied Credits, Part 2

May 6, 2020 So you ran the unapplied credits report, now what? The next step after running the Unapplied credits report is to go into each patient’s Ledger and apply the unapplied credit to the posted procedures. This way the provider receives payment for the...

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...

Gaining Insight into the Patient Portion

December 26, 2018 Ever get this phone call? “I thought the insurance covered this. Why am I getting a bill for $200?” What does it take to explain the patient portion of a bill? The Dentrix Ascend Summary and Detailed explanation pages keep you from digging through...

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...