Setting up the Ledger

You can customize the options in the Dentrix Ledger to meet the needs of your practice. You can set up and change these options at any time without affecting data you have already entered. However, for consistency, it is a good idea to set them up before you begin using the system.

The following setup options are available:

Setting up Ledger colors

Assigning background colors

Setting up allocation options

Setting up fast checkout options

Setting up direct processing options

Setting up payment defaults

Creating tax and discount types

Deleting tax and discount types

Setting up insurance write-off adjustment types

Setting up insurance refund adjustment types