Tagging adjustments

Instead of having a long list of adjustment types and being able to select only a single adjustment type for an adjustment, you can quickly attach multiple tags to an adjustment, in addition to selecting an adjustment type, to identify that adjustment. Dentrix Ascend has several default tags to choose from, and you can define your own (if your user account has the security right to create transaction tags enabled). Tags are very flexible, and they are a powerful tool for reporting. You can filter the Day Sheet by tags that are attached to adjustments.

To tag an adjustment

1. When you are posting or editing a charge adjustment or a credit adjustment, do one of the following (according to the tagging rules defined for the selected adjustment type) on the Tags tab:

   • Select or create tags - Select or create tags to attach to the adjustment as needed.

     

     To select or create a tag, do the following:

     1. In the Add a tag search box, begin typing the name of a tag. Once you have entered at least two characters, the results list appears with any matches (not case-sensitive). Continue typing as needed to narrow the results list.

     2. Do one of the following:

        • If the correct tag is listed, click (or tap) it to attach it to the adjustment.

          

        • If the correct tag does not exist, finish typing the name of the tag (spaces are allowed). Make sure that the name is capitalized as desired. Then, click (or tap) + Create [tag name] to create the tag and attach it to the adjustment. The option to create a tag is available only if your user account has the security right to create transaction tags enabled.

          

          Note: The tag that you have created is now available to all Dentrix Ascend users in your organization.

   • Select tags - Search for and then select existing tags to attach to the adjustment as needed.

     

     To select a tag, do the following:

     1. In the Add a tag search box, begin typing the name of a tag. Once you have entered at least two characters, the results list appears with any matches (not case-sensitive). Continue typing as needed to narrow the results list.

        

     2. Click (or tap) the correct tag.

   • Select a mandatory tag and optional tags - Select one of the mandatory tags and any optional tags (or none) to attach to the adjustment.

     

     To select a mandatory tag and optional tags, do the following:

     1. Click (or tap) one of the Mandatory tags.

        Note: With a mandatory tag selected, the Save button is now available (if all other required adjustment information has been entered).

        

     2. Optionally, select one or more additional tags from the Select a tag list.

   • Select a mandatory tag - Click (or tap) one of the Mandatory tags to attach to the adjustment.

     

     Note: With a mandatory tag selected, the Save button is now available (if all other required adjustment information has been entered).

     

   • Select optional tags - Optionally, select one or more tags from the Select a tag list to attach to the adjustment.

     

   • No tagging - You cannot attach any tags to the adjustment.

     

2. Click (or tap) Save.