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  1. Dentrix Ascend
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  3. Financial Essentials

Financial Essentials

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Learn how to perform essential financial tasks in Dentrix Ascend. Choose one of the lessons below to get started. Each lesson includes several topics. Most topics require 3-5 minutes to complete.

Billing Essentials

  • Collecting Payment at Patient Checkout
  • Customizing the Ledger View
  • Posting Procedures to the Ledger
  • Posting Charge Adjustments
  • Posting Credit Adjustments
  • Entering a Patient Payment
  • Adding Tags to Payments
  • Applying Unapplied Credits
  • Adding an Account Note
  • Generating a Walkout Statement
  • Generating Billing Statements
  • Generating a Statement for a Specific Patient
  • Sending Electronic Statements
  • Patient Portion Insight
  • Reading the Ledger Transaction History
  • Voiding Credit Card Payments Using Dentrix Ascend Pay
  • Refunding Credit Card Payments Using Dentrix Ascend Pay

Reporting Essentials

  • Printing the Deposit Slip Report
  • Generating a Day Sheet
  • Viewing the Aged Receivables Report
  • Processing Unattached Procedures
  • Processing Unsent Claims
  • Processing Unresolved Claims
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