Ledger overview

The Dentrix Enterprise Ledger displays a wealth of financial information in an easy-to-read format. Also, from Ledger, you can enter payments, file claims, print statements, and much more.

To learn more about the features of Ledger, click any of the following links:

Parts of Ledger window

Ledger setup

Customizing the transaction log

Selecting a Ledger view

Clearing a patient from Ledger

Changing an account's billing type

Understanding transaction types

Procedures

Patient payments

Adjustments

Applying suspended credits

Posting finance and late charges

Insurance claims

Insurance payments

Insurance adjustments

Batch payments

Treatment plans

Dental pre-treatment estimates

Medical pre-treatment estimates

Ledger reports

Setting up default walkout options

Family walkout

Doctor's statement

Appointment reminder card

Billing statement

Family Ledger Report

Patient Ledger Report

Copying Ledger transaction log to the Windows Clipboard

Searching for payments

Using the Fast Checkout button

Financial arrangements

Notes

Working with guarantor notes

Working with account notes

Working with billing statement notes

Working with transaction notes

Working with procedure notes

Month-end procedures