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...

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Populating the Workflow Compliance Report

January 29, 2020 The routing panel presents a set of appointment task reminders to the team to help them remember to perform three tasks that are critical to your success: scheduling the next recare appointment, collecting payment, and making sure the patient contact...

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Checking Whether Team Members are Scheduling Recare

December 04, 2019 Dentrix Ascend’s built-in patient routing panel guides team members through patient visits, for example reminding them to schedule the next recare appointment before patients walk out the door. Having a visible workflow in Dentrix Ascend makes it...

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