Transaction types list

The following tables contain the available transaction types and a description of each.

Payments

Type	Description
Insurance Payment - Check	An insurance payment made with a check. Note: Dentrix Ascend requires this transaction type, so you cannot clear the checkbox.
Insurance Payment - Electronic	An insurance payment made electronically. Note: Dentrix Ascend requires this transaction type, so you cannot clear the checkbox.
Insurance Payment - Credit Card	An insurance payment made with a credit card.
Check Payment	A patient payment made with a check.
Cash Payment	A patient payment made with cash.
Credit Card Payment	A patient payment made with a credit card.
Patient Financing Payment	A patient payment made with a payment card from a third-party that provides patient financing (such as a CareCredit or healthcare credit card).
Electronic Transfer Payment	A patient payment made through an electronic transfer of funds. The payment goes directly into your bank account.

Charge Adjustment

Type	Description
Charge Adjustment	A general charge adjustment to increase a patient balance. Note: Dentrix Ascend requires this transaction type, so you cannot clear the checkbox.
Collected Bad Debt	A fee for collections.
Electronic Check Credit	A fee for an electronic check.
Initial Balance Forward	A patient balance greater than zero that is being migrated over from another practice management program.
Insurance Adjustment	A charge adjustment made by an insurance carrier. Note: Dentrix Ascend requires this transaction type, so you cannot clear the checkbox.
Insurance Over-pmt Refund	A charge adjustment from an insurance carrier if the carrier has overpaid.
NSF Bank Fee	A fee charged by your bank due to insufficient funds for a check you have deposited.
NSF Check	A fee you charge in addition to any bank fee for a check that could not be processed due to insufficent funds.
Patient Refund	A charge adjustment to increase a patient balance after a refund that exceeded the correct amount to be refunded was paid to the patient or credited to the patient's balance.
Sales Tax	A fee for sales tax.
Transfer Charge Balance	A charge adjustment for a balance greater than zero or a charge that is being transferred from another patient. You can also use this adjustment type to post a charge adjustment if a patient balance greater than zero is being transferred to another patient.
Ins Charge Offsetting Adjustment	A charge adjustment to offset an insurance payment or credit adustment.
Credit Card Refund	A charge adjustment to increase a patient balance after a refund that exceeded the correct amount to be refunded for a credit card payment was paid to the patient or credited to the patient's balance.
Credit Card Void	A charge adjustment to increase a patient balance after voiding a patient payment made with a credit card.

Credit Adjustment

Type	Description
Bankruptcy Write-off	A write-off for a bankrupt patient.
Charitable Contribution	A credit for a charitable contribution.
Credit Adjustment	A general credit adjustment to decrease a patient balance.
Family/Friend Courtesy	A credit for friends and family.
Full Payment Courtesy	A credit for a patient payment that was made in full.
Initial Credit Balance Forward	A patient balance less than zero that is being migrated over from another practice management program.
In-office Write-off	A write-off made by the office.
Insurance Adjustment	A credit adjustment made by an insurance carrier. Note: Dentrix Ascend requires this transaction type, so you cannot clear the checkbox.
Professional Courtesy	A discount given as a professional courtesy. However, make sure that you do not violate any laws by not collecting certain fees, such as co-pays and deductibles, which are required by contract.
Senior Citizen Courtesy	A discount given to senior citizens.
Staff Courtesy	A discount given to employees.
Transfer Credit Balance	A credit adjustment for a balance less than zero or a credit that is being transferred from another patient. You can also use this adjustment type to post a credit adjustment if a patient balance less than zero is being transferred to another patient.
Write-off	A general write-off to decrease a patient balance.
Offsetting Adjustment	A credit adjustment to offset a charge or charge adjustment.
Discount	A credit given as a discount. Dentrix Ascend automatically posts a credit for a charge posted on a patient account if that patient has a discount plan. Note: Dentrix Ascend requires this transaction type, so you cannot clear the checkbox.