Dentrix Ascend gives you tools for billing, collecting payment, posting adjustments and credits, and the ability to track the financial health of your practice.
Recommended for: Billing Coordinators, Administrators, Office Managers
Watch the videos below to learn how to perform financial tasks in Dentrix Ascend.
Duration: 2 hours
Course Content
Lessons
Status
1
Ledger
-
Ledger Overview (6:13)
-
Line-Item Accounting in Dentrix Ascend (4:10)
-
Collecting Payment at Patient Checkout (2:16)
-
Entering a Patient Payment (1:46)
-
Adding a Saved Card (1:59)
-
Processing a Payment Using a Saved Card (1:05)
-
Adding Tags to Payments (1:19)
-
Posting Procedures to the Ledger (1:32)
-
Posting Charge Adjustments (1:15)
-
Posting Credit Adjustments (0:58)
-
Applying Unapplied Credits (1:18)
-
Customizing the Ledger View (2:34)
-
Reading the Ledger Transaction History (5:02)
-
Adding an Account Note (0:55)
-
Patient Portion Insight (3:22)
-
Generating a Ledger Report (1:31)
- Ledger Overview (6:13)
- Line-Item Accounting in Dentrix Ascend (4:10)
- Collecting Payment at Patient Checkout (2:16)
- Entering a Patient Payment (1:46)
- Adding a Saved Card (1:59)
- Processing a Payment Using a Saved Card (1:05)
- Adding Tags to Payments (1:19)
- Posting Procedures to the Ledger (1:32)
- Posting Charge Adjustments (1:15)
- Posting Credit Adjustments (0:58)
- Applying Unapplied Credits (1:18)
- Customizing the Ledger View (2:34)
- Reading the Ledger Transaction History (5:02)
- Adding an Account Note (0:55)
- Patient Portion Insight (3:22)
- Generating a Ledger Report (1:31)
2
Billing
3
Financial Reporting
-
Financial Reporting Overview (3:08)
-
Generating a Day Sheet (2:54)
-
Printing the Deposit Slip Report (1:36)
-
Exploring the Insights Dashboard (2:17)
-
Viewing the Payment Analysis Report (Article)
-
Integrated Payments Report (Article)
-
Viewing the Aged Receivables Report (2:41)
-
Provider A/R Totals Report (Article)
-
Viewing the Payment Plan Status Report (Article)
- Financial Reporting Overview (3:08)
- Generating a Day Sheet (2:54)
- Printing the Deposit Slip Report (1:36)
- Exploring the Insights Dashboard (2:17)
- Viewing the Payment Analysis Report (Article)
- Integrated Payments Report (Article)
- Viewing the Aged Receivables Report (2:41)
- Provider A/R Totals Report (Article)
- Viewing the Payment Plan Status Report (Article)
Additional Resources
Ledger
Posting Transactions in the Ledger
Billing
Financial Reporting
Course Content
Lessons
Status
1
Ledger
-
Ledger Overview (6:13)
-
Line-Item Accounting in Dentrix Ascend (4:10)
-
Collecting Payment at Patient Checkout (2:16)
-
Entering a Patient Payment (1:46)
-
Adding a Saved Card (1:59)
-
Processing a Payment Using a Saved Card (1:05)
-
Adding Tags to Payments (1:19)
-
Posting Procedures to the Ledger (1:32)
-
Posting Charge Adjustments (1:15)
-
Posting Credit Adjustments (0:58)
-
Applying Unapplied Credits (1:18)
-
Customizing the Ledger View (2:34)
-
Reading the Ledger Transaction History (5:02)
-
Adding an Account Note (0:55)
-
Patient Portion Insight (3:22)
-
Generating a Ledger Report (1:31)
- Ledger Overview (6:13)
- Line-Item Accounting in Dentrix Ascend (4:10)
- Collecting Payment at Patient Checkout (2:16)
- Entering a Patient Payment (1:46)
- Adding a Saved Card (1:59)
- Processing a Payment Using a Saved Card (1:05)
- Adding Tags to Payments (1:19)
- Posting Procedures to the Ledger (1:32)
- Posting Charge Adjustments (1:15)
- Posting Credit Adjustments (0:58)
- Applying Unapplied Credits (1:18)
- Customizing the Ledger View (2:34)
- Reading the Ledger Transaction History (5:02)
- Adding an Account Note (0:55)
- Patient Portion Insight (3:22)
- Generating a Ledger Report (1:31)
2
Billing
3
Financial Reporting
-
Financial Reporting Overview (3:08)
-
Generating a Day Sheet (2:54)
-
Printing the Deposit Slip Report (1:36)
-
Exploring the Insights Dashboard (2:17)
-
Viewing the Payment Analysis Report (Article)
-
Integrated Payments Report (Article)
-
Viewing the Aged Receivables Report (2:41)
-
Provider A/R Totals Report (Article)
-
Viewing the Payment Plan Status Report (Article)
- Financial Reporting Overview (3:08)
- Generating a Day Sheet (2:54)
- Printing the Deposit Slip Report (1:36)
- Exploring the Insights Dashboard (2:17)
- Viewing the Payment Analysis Report (Article)
- Integrated Payments Report (Article)
- Viewing the Aged Receivables Report (2:41)
- Provider A/R Totals Report (Article)
- Viewing the Payment Plan Status Report (Article)