The beginning of a new year is a great time to start with a clean slate, and for many dental practices that means cleaning up old, past due accounts. When working on past due accounts and collections in Dentrix, there are two reports I recommend you use: the...
By their design, Dentrix billing statements show patients procedures, payments, and adjustments that occurred within the previous month. Transactions that are older are totaled and presented on the first line of the statement as a “Balance Forward” with total amount...
Has a patient ever requested to see their Ledger history? Or have you wanted to present someone their financial history, but you want to make bold or highlight some of the lines so that they stand out? In the Ledger, adjust what is visible on the Ledger from the...
Has this ever happened in your office? Mary Jones comes in for a return appointment following her cleaning last week. She says she made a check payment of $25.00 last week, and it has cleared her bank, but it’s not posted to her Ledger. How can you go about finding...
Simple things you can implement in your practice today to make managing collections less of a hassle. The beginning of a new year is a great time to evaluate your practice. What worked great in your office in 2021? What needs to be improved in 2022? Many offices...
By customizing payment types in Dentrix, you can better track and report your over-the-counter collections. Collecting payment from patients at the time of service is very important. Many procedures we do in the office incur a lab fee and expensive materials and so...
