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
Insurance Essentials
- Adding Insurance Carriers and Plans
- Creating Pre-Authorizations
- Adding Insurance Plan Notes
- Creating a Primary Insurance Claim
- Creating a Secondary Insurance Claim
- Adding Attachments to Claims
- Attaching Images to Claims
- Sending Insurance Claims
- Printing Insurance Claims
- Processing Denied Claims
- Posting Insurance Payments
- Bulk Insurance Payments