Setting up a Payment Agreement in Dentrix G6.4

At times, a patient may need to pay off a procedure or balance over time. You can accommodate these patients by setting up a payment agreeme...

Using the New Payment Agreement Manager to Post Payments on a Patient's Account

Wouldn’t it be nice if you could post a payment toward a patient’s payment agreement while you were viewing their agreement details? With th...

Setting up Fast Checkout Options in the Ledger

After every appointment, patients come to the front desk to check out and pay their balances. Many of these patients want you to print them ...

The Patient Balance Report

If you want a really quick and easy-to-understand report that can give you a list of outstanding patient balances, consider the Patient Bala...

Understanding the Ledger Display - Updated for Dentrix G6

A couple of years ago we did a post on Understanding the Ledger Display, and it has remained in our top 3 most popular posts ever since! But...

Track Family Financial Situations with the Guarantor Note

Guarantor notes are used to document information specific to the finances of a family account. Guarantor notes are shared for an entire fami...

Correcting Posting Errors on Payments in History

Occasionally, you may find that you made a mistake on a payment posted in the Dentrix Ledger. You cannot delete payments in history, but you...

Pass Along that Extra Collection Cost: Assessing Finance Charges and Late Charges

Did you know Dentrix allows you to charge additional fees to patients with whom you have made payment agreements or to whom you have extende...

Shedding Some Light on a Gray Area

The Dentrix Ledger holds a wealth of information in the transaction log area. But do you understand the other financial information found at...

Posting Multi-Code Procedures from the Ledger

Most of the charges listed on a patient's account will be posted through procedure codes. In many cases, the procedures will have been p...

Finding the information you need on the Insurance Aging Report

Unless you are looking at an individual patient's Ledger, there is no way of knowing whether an insurance claim has been paid, or if the...

Generate a List of Patients with Outstanding Balances with the Collections Manager

With the Dentrix Collections Manager, you can quickly generate a list of patients with overdue balances based on criteria you select. Do you...

Customizing Ledger Colors in Dentrix G6

The Dentrix G6 Ledger has alternating shaded rows to make it easier to read individual line items. You can customize the color of that alter...

Searching for Payments

Have you ever had to research an insurance payment that you know you entered into Dentrix, but you don't know who the payment was posted...