Financial Reporting

Lesson Topics

Navigation

Ledger

Ledger Overview (6:13)
Line-Item Accounting in Dentrix Ascend (4:10)
Collecting Payment at Patient Checkout (2:16)
Posting Procedures to the Ledger (1:32)
Checking Out a Patient Using the Patient Ledger (4:08)
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 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)
Why Dentrix Ascend Posts UCR Fees (2:44)

Billing

Billing Overview (4:45)
Generating a Walkout Statement (1:35)
Generating Billing Statements (2:32)
Generating a Statement for a Specific Patient (1:38)
Sending Electronic Statements (2:01)
Viewing the Statement Submission Report (Article)