Tuesday, April 9, 2013

Transaction Links in the Ledger

From the Ledger, you can view every transaction linked to an insurance claim. For example, if you post a payment to an insurance claim, when you click Show Transactions Links for that claim, Dentrix selects the claim and the procedures, payments and adjustments (if any) associated with it in the Ledger transaction log.

To view the transaction links to an insurance claim:

  1. Select a claim from a patient's Ledger.
  2. Click the View menu and select Show Transaction Links.  

Dentrix selects every transaction entry that is linked to the one you selected.  This can really help to make sense of a potentially confusing Ledger full of entries.



1 comment:

Lesa Overfield said...

Great feature! A real time saver especially with some of the larger families we have in our practice. I hope that someday the payments could link up with the transaction on the statement which would eliminate confusion for the patient.