There are several options that allow you to
customize the ledger view.
They are controlled through the View menu.
This line next to the View button tells you the
current view; in this example, you are looking at
the patient ledger – as opposed to the guarantor
– by transaction date, meaning all the
transactions are listed in order. You can make
that order be new-to-old or old-to-new.
Another view option is to group transactions by
Statement.
Sort by Statement includes all procedures,
claims, insurance payments, patient payments
and adjustments centered around the date of
service. When you locate the date of service, all
the related activity is in one place.
Everything that has to do with a particular date
of service is included between the thick gray
lines. Even though transactions are dated with
multiple dates, they all relate to the date of the
procedures.
One option for the Statement view is to set the
date range to Since the last zero balance.
This helps so you only have to look through
recent, unpaid activity.
The Transaction date view has a Show Applied
and Remaining Amount columns option.
It allows you to see the amounts that are
remaining for different procedures. It’s an easy
way to find a patient’s balance and what they
still owe on.
You can sort by any of the headers, and change
them between ascending or descending.
So far, we’ve been in the Patient view.
Select Guarantor.
It adds the patients’ name to the Ledger view,
and combines the entire family or household
together so you can see all of their transactions
and dates of service.
Show transaction history and Show transaction
time are troubleshooting tools which you can
toggle on or off.
No is the normal ledger view.
Yes will add an expansion arrow to edited
transactions, which you can open to see a
history.
Most of the time you will leave these
turned off.
If you are looking for records within a specific
time frame, use the From and To option.
Use the date pickers to set the beginning and
and ending date range.
Any time you need to see a patient’s entire
ledger history, simply select All History.
Dentrix Ascend remembers the last View
selections on this device, and they will be here
the next time you open the ledger.