Financial
Click (or tap) any of the following links to learn about financial tasks and ledger data in Dentrix Ascend:
Quickly previewing a guarantor's ledger
Viewing the details of an estimated patient portion
Account notes
Transaction Revisions
Procedures
- Posting procedures (Ledger)
- Editing procedures
- Deleting procedures
- Voiding procedures
- Editing locked insurance estimate overrides
- Editing outstanding insurance estimates
- Applying updated insurance estimates to unpaid procedures
Adjustments
- Posting charge adjustments
- Editing charge adjustments
- Editing charge adjustments for insurance payments
- Deleting charge adjustments
- Posting credit adjustments
- Editing credit adjustments
- Editing credit adjustments for insurance payments
- Deleting credit adjustments
- Tagging adjustments
- Applying unapplied credits
- Working with automatic contracted write-off adjustments
Payments
- Posting patient payments
- Editing payments
- Deleting payments
- Posting insurance payments
- Updating payment tables while posting insurance payments
- Posting insurance overpayments
- Posting insurance payments with interest
- Editing insurance payments
- Deleting insurance payments
- Tagging payments
Unlocking individual transactions
Dentrix Ascend Pay
- Dentrix Ascend Pay overview
- Posting credit card payments
- Requesting payments
- Posting credit card payments using a virtual terminal
- Saving credit cards for future use
- Managing saved credit cards
- Posting credit card payments using saved cards
- Processing recurring payments
- Changing the card on file for a payment plan
- Saving a card on file for a payment plan
- Entering bulk insurance credit card payments
- Posting insurance credit card payments
- Processing credit card payments on the Worldpay iQ website
- Processing credit card payments on the Worldpay OmniFlex website
- Viewing electronic statements and making payments online
- Making payments online from printed statements
- Retrieving a location's website payments link
- Making website payments
- Adjudicating and applying website payments
- Applying online payments to charges
- Viewing credit card payments
- Emailing credit card receipts
- Reprinting credit card receipts
- Voiding credit card payments
- Refunding credit card payments
- Viewing credit card transaction reports
- Integrated Payments Report
Payment Plans
- Creating payment plans
- Viewing payment plans
- Adding or editing notes for payment plans
- Printing payment plans
- Closing out payment plans
- Deleting payment plans
- Understanding payment plan calculations