Financial Essentials
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
- Voiding Credit Card Payments Using Dentrix Ascend Pay
- Refunding Credit Card Payments Using Dentrix Ascend Pay