Patients frequently request a printout of their account activity for the year. Often, they need this documentation for health spending account reimbursement, tax documentation, or another official reason.
The Patient Ledger Report and the Family Ledger Report are great resources you can use to print this information. They list the history of all procedures, payments, adjustments, and service charges posted to the patient’s account.
And now, Dentrix G7.5 allows you to also print the Canadian Dental Association (CDA) codes as part of the procedure description, making it useful for reimbursement purposes.
To enable the CDA codes on the Patient Ledger Report and the Family Ledger Report:
- From the Office Manager, select Maintenance > Practice Setup > Preferences.
- Click the Print Options tab.
- Select Use CDA Codes in Descriptions and click OK.
You can now print a Family Ledger Report or a Patient Ledger Report for a selected patient from the Ledger (Ledger > Print > Family Ledger or Patient Ledger).
You can print the Family Ledger Report or Patient Ledger Report for a range of accounts from the Office Manager (Office Manager > Reports > Ledger > Family Ledger or Patient Ledger).
To learn more about these reports, see the following topics in Dentrix Help: