Tagging payments

Instead of having a long list of payment types and being able to select only a single payment type for a payment, you can quickly attach multiple tags to a payment, in addition to selecting a payment type, to identify that payment. 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 Payment Analysis Report and the Day Sheet by tags that are attached to payments.

Note: Dentrix Ascend provides the following tags by default: American Express, CareCredit, Citi Health, Copayment, Discover, Late, MasterCard, Paid at visit, Prepayment, and VISA.

To tag a payment

1. When you are posting or editing a patient payment or an insurance payment, or when you are posting a patient payment while checking out a patient, do one of the following (according to the tagging rules defined for the selected payment type) on the Tags tab:

   • Select or create tags - Select or create tags to attach to the payment 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 payment.

          

        • 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 payment. 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 payment 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 payment.

     

     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 or Save Payment button is now available (if all other required payment 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 payment.

     

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

     

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

     

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

     

2. Click (or tap) Save or Save Payment.