Adjudicating and applying website payments

With Dentrix Ascend Pay, patients can make payments from your practice's website, and those payments are sent to Dentrix Ascend automatically. When a patient makes a website payment using that link, the payment automatically appears in your location’s Inbox in Dentrix Ascend, where you can assign it to the correct patient record and apply the amount to that patient’s ledger.

To adjudicate and apply website payments

1. How to get there

   1. If you are not already viewing the correct location, select it on the Location menu.

   2. On the User menu, click (or tap) Website Payments.

      

      The Inbox page opens with the Website Payments tab selected.

   Access the Website Payments tab of a location's Inbox page.

   

   Notes:

   • The number on the tab indicates the number of website payments that have not been adjudicated yet.

   • To search for website payments, in the Search box, enter all or part of a patient's last name, patient's birth date, cardholder's phone number, or transaction amount, and then press Enter (or click, or tap, the Search for [text] option that appears below the box).

     

   • To sort the list, click (or tap) any of the column headers, such as Last Name or Date of Birth.

2. For each payment that you need to adjudicate, do the following:

   1. Click (or tap) Search patient... in the Patient Name column to have Dentrix Ascend display a list of patients matching the given Last Name and Date of Birth.

      

   2. If needed, you can change the search criteria (Last Name and/or Birthdate) and then click (or tap) Search to have a list of patients matching your search criteria appear.

   3. Select the correct patient.

   4. Click (or tap) Choose Patient.

   Note: If you cannot determine the correct patient, you may have to call the card holder using the given Card Holder # to collect more information so you can make the determination of whose patient record the payment should be applied to.

3. When you have finished adjudicating payments, select each payment’s checkbox, and then click (or tap) Auto Apply to post the payments to the corresponding ledgers.

   

   Each payment amount is applied automatically to the corresponding patient's procedures (first to the procedure with the oldest date of service and then to subsequent procedures based on the date until the payment amount is used up).

   Note: After a payment is applied to charges in a patient's account, you can do any of the following:

   • Change how much of the payment amount is applied to each charge.

   • Void or refund the payment.