When a patient has had a visit and made a payment, you may want to print them a statement showing them the services rendered as well as their payment which will also serve as a receipt. There are two ways to accomplish this in Dentrix Ascend.
Watch this video to learn how to generate a walkout statement. (Duration: 1:35)
- Walkout statements will only show transactions entered with today’s date on the ledger. If you want to see a history of procedures you can go to print statement and choose the beginning date.
- Walk out statements also show the patient’s next visit at the top, which is a handy reminder for the patient if they’ve scheduled an appointment in the future.
- If you’d like to include post-op instructions with the walkout statement you can type them into the statement message or copy and paste them from another document; this creates a quick and easy reference for the patient if you have instructions for them after their visit today.
- To learn more about generating a walkout statement read Checking out patients in the knowledgebase.