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Integrated Payments Report (Article)

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The Integrated Payments Report lists credit card payments (in-office or online) that have been posted, voided, or refunded using Dentrix Ascend Pay. You can use this report to help you reconcile credit card transactions in Dentrix Ascend with Worldpay reports.

To learn more, read Integrated Payments Report.

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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)
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)
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