Ledger overview      

The Dentrix Ledger works like a paper ledger, but is faster and easier to use. The main Ledger screen provides a wealth of information in an easy-to-read format, making it possible for you to find necessary information without working through several screens and menus. You can enter payments, file claims, print statements, and much more—all from one location.

Processing insurance is easy with Dentrix’s completely integrated insurance system. After a patient’s visit, the Ledger shows the patient portion of the bill, taking into account insurance coverage amounts, deductibles owed, and benefits used. In Dentrix, you also have two ways to set up financial agreements, making it easy to offer payment alternatives to your patients.

To learn more about the Ledger, click the following links:

The Ledger window

Setting view options in the Ledger

Setting up the Ledger

Entering patient payments

Entering credit or charge adjustments

Allocating credit balances

Provider Credit Balances Manager

Dentrix Pay

CareCredit

Claims Manager

Posting finance and late charges

Entering batch insurance payments

Entering electronic insurance payments

Posting batch check insurance payments

Editing transactions

Entering procedures

Processing insurance claims

Treatment plans

Printing Ledger reports

Ledger shortcuts

Setting up financial agreements

Adding notes to the Ledger

Running month-end procedures

RCM Dashboard