The Dentrix Ledger helps you manage financial accounts by bringing all financial information into one place. With it you can enter payments and procedures, print statements, create and send claims, set up financial agreements, and much more.
Watch this video to learn how to get started with the Ledger. (Duration 3:47)
Additional Tips
- The Ledger includes toolbar buttons (symbols) to provide easy access to most of the Ledger’s tools. For a complete list of the toolbar’s symbols and definitions, review The Ledger Toolbar in Dentrix Help.
- In the lower blocks of the Ledger, the amounts in the Expected from Dental Insurance and Family Portion of Balance fields are based upon pending claims and Today’s Charges. These amounts appear in red if you have not yet created a claim for today’s procedures. Create the claim, and these amounts will no longer be red. To view an example of this situation, review The Ledger Window topics in Dentrix Help.
- To learn more about getting started with the Ledger, review the Ledger Overview topics and read Setting View Options in Dentrix Help.