Financial
Ledger
- Customizing the ledger view
- Viewing the details of an estimated patient portion
- Adding account notes
- Viewing and editing account notes
Transactions
- Viewing transaction revisions on the ledger
- Understanding transaction revisions and dates
- Posting procedures (Ledger)
- Editing procedures
- Deleting procedures
- Voiding procedures
- Editing locked insurance estimate overrides
- Editing outstanding insurance estimates
- Applying updated insurance estimates to unpaid procedures
- Posting charge adjustments
- Editing charge adjustments
- Editing charge adjustments for insurance payments
- Deleting charge adjustments
- Posting credit adjustments
- Editing credit adjustments
- Editing credit adjustments for insurance payments
- Deleting credit adjustments
- Tagging adjustments
- Applying unapplied credits
- Posting patient payments
- Editing payments
- Deleting payments
- Posting insurance payments
- Posting insurance overpayments
- Editing insurance payments
- Deleting insurance payments
- Tagging payments
- Unlocking individual transactions
- Working with automatic contracted write-off adjustments
Dentrix Ascend Pay
- Dentrix Ascend Pay overview
- Posting credit card payments
- Posting insurance credit card payments
- Entering bulk insurance credit card payments
- Processing credit card payments on the Worldpay iQ website
- Processing credit card payments on the Worldpay OmniFlex website
- Viewing electronic statements and making payments online
- Applying online payments to charges
- Refunding credit card payments
- Reprinting credit card receipts
- Viewing credit card payments
- Viewing credit card transaction reports
- Voiding credit card payments
Payment Plans
- Creating payment plans
- Viewing payment plans
- Adding or editing notes for payment plans
- Printing payment plans
- Closing out payment plans
- Deleting payment plans
- Understanding payment plan calculations