If your office uses Dentrix Ascend Pay, you can apply payments that were made online by patients to charges on their respective ledgers.
To apply an online payment to charges
How to get there
If you are not already viewing the correct location, select it on the Location menu.
On the User menu, click (or tap) Online Payments.
The Inbox page opens with the Online Payments tab selected.
How to get there
If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
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Do one of the following:
On the Online Payments tab of a location's Inbox page, click (or tap) an online payment.
Notes:
The number on the tab indicates the number of unapplied online payments that have not been viewed yet. Also, unviewed payments appear in bold type.
To quickly print a receipt for an online credit card payment in the inbox, click (or tap) the payment's paperclip icon
in the Att column. The receipt appears in a new browser tab or window so you can print it or download it as a .pdf file.
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Open a patient's Ledger page.
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If you are viewing online payments in the selected location's inbox, do any of the following as needed:
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To search for online payments, in the Search guar./card holder/ref # box, enter all or part of a guarantor's name, cardholder's name, or reference number, and then press Enter (or click, or tap, the Search for [text] option that appears below the box).
To filter the list by status, on the View menu, select the All check box or the check boxes of only the desired statuses, and then click Done.
To sort the list, click (or tap) any of the column headers, such as Guarantor or Status.
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Click (or tap) an unapplied online payment.
The Edit Payment dialog box appears.
Click (or tap) the Auto apply link.
Change any of the Applied amounts as needed.
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To print a receipt, click (or tap) Print Receipt. The receipt appears in a new browser tab or window so you can print it or download it as a .pdf file.
Click (or tap) Save.
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