Customizing the ledger view

You can customize what transactions appear on the ledger.

To customize the ledger view

1. How to get there

   1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

   2. Do one of the following:

      • On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

        

      • On the Patient menu, under Financial, click (or tap) Ledger.

      The patient's Ledger page opens.

   On a patient's Ledger page, click (or tap) View to open a menu.

   

2. Set up the following options:

   • Sort by:

     • Transaction Date - List transactions in chronological order according to the date of service.

       Note: With the Transaction Date option selected, the Transaction Date sort order, which you can change by clicking (or tapping) the column header, persists for subsequent visits to patients' ledgers.

       

     • Statement - Group transactions according to the date of service. Procedures, claims, adjustments, and payments associated with a certain date of service appear together. Also, a column with the running balance appears.

   • View Mode:

     • Patient - List transactions for only the patient. This option is not available if the patient is the guarantor for only himself or herself (the Guarantor view will be used).

     • Guarantor - List transactions for the patient, all patients who have the same guarantor as the patient, and the guarantor (if not the patient). Transactions for a given patient with the same date of service are grouped together.

   • Show transaction history / Show transaction time - See the Viewing transaction revisions on the ledger topic.

   • Auto-scroll to recent transactions - With this switch set to Yes, Dentrix Ascend will scroll to the most recent transaction each time you access a patient's ledger. With this switch set to No, the ledger is not scrolled. This option is available only if the selected Sort by option is Statement.

   • Date range:

     • All history - List all transactions.

     • Since last "0" balance - List transactions, starting when the account last had a zero balance. This option is available only if the selected Sort by option is Statement.

     • From / to - List transactions only within a specified date range.

3. Click (or tap) Done.

4. If you are viewing the ledger by date, to have an Applied and a Remaining column appear to the right of the Amount column, select the Show Applied and Remaining Amount columns checkbox. For each procedure, the amount of any payments that have been applied to that procedure appears in the Applied column, and the difference between the amount charged and the applied amount appears in the Remaining column.

   

Note: To view a legend of the various colors and symbols that the ledger implements, click (or tap) the question mark icon.