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 made, there is no procedure to apply it to. For example, a patient makes a payment for a procedure that has not yet been posted, or a payment is made for more than the cost of the procedure. In these cases, the payments can still be entered; however, the payments are now considered "unapplied credits." It's important to note that if your office compensates providers based on collections, no provider will receive credit for these credits until the amounts are applied to a balance.
Watch this video to learn how to apply an unapplied credit. (Duration: 1:18)
- If an insurance payment is pending, and there is a balance owed on a patient's account, there may be an unapplied credit because the amount paid by the patient exceeded his or her portion of the bill. Once the insurance payment is applied to the bill, you will also be able to apply the unapplied credit to the bill.
- Unapplied credits can be managed from the Aged Receivables report.
- Unapplied credits should be applied promptly, especially if the office is paying a provider on collection because the provider doesn’t receive credit for the payment until it's applied to the collection.
- To learn more, read Applying unapplied credits in the knowledgebase.