Customizing procedure filter presets

You can customize the procedure filter presets for the Aged Receivables Report and the Provider A/R Totals Report. By default, Dentrix Ascend provides two presets for filtering by procedures: one includes only orthodontic procedures, and the other excludes all orthodontic procedures.

Note: You can have up to 30 procedure filter presets. Any additions, changes, and deletions affect only your user account.

To add a new procedure filter preset

1. While viewing either the Aged Receivables Report or the Provider A/R Totals Report, from the Procedures list, select New Preset.

   

   The Procedure Filter Presets dialog box appears with the options for creating a preset available.

   

2. Type the Preset name.

3. Select a Mode: Include only, to include only the specified procedures on the report; or Exclude from report, to exclude all the specified procedures from the report.

4. For every procedure that you want to specify, begin typing the procedure's code or description in the Following procedures search box, and then select the procedure from the list of matches that appears.

5. Click (or tap) Create.

Tip: In the Procedure Filter Presets dialog box, you can also, click (or tap) New Preset to begin creating a new preset.

To edit a procedure filter preset

1. While viewing the Aged Receivables Report or the Provider A/R Totals Report, from the Procedures list, select the preset that you want to modify.

   

2. Next to the Procedures list, click (or tap) the Edit button .

   The Procedure Filter Presets dialog box appears with the options for editing the preset available.

   

3. Change the name, mode, and/or procedures as needed.

4. Click (or tap) Done.

Tip: In the Procedure Filter Presets dialog box, when you are editing a preset, you can also, click (or tap) Save as New Preset to save the changes as a new preset, keeping the original unchanged. If the name for the new preset already exists, you will be asked to provide a different name for it.

To delete a procedure filter preset

1. While viewing the Aged Receivables Report or the Provider A/R Totals Report, from the Procedures list, select the preset that you want to delete.

   

2. Next to the Procedures list, click (or tap) the Edit button .

   The Procedure Filter Presets dialog box appears.

   

3. Click (or tap) Delete.

4. On the confirmation message that appears, click (or tap) Delete.