Tuesday, September 2, 2014

Setting Up and Using the Ledger Tax/Discount Option

Updated 4/25/2019

Dentrix makes it easy to apply tax or discounts to individual patients or family accounts. You can select the tax or discount you want to apply and Dentrix will automatically calculate the adjustment amount for you and post it to the Ledger. No more manual calculations!

To apply a tax/discount to a patient or family account:

  1. With a patient selected in the Ledger, click Transaction > Tax/Discount.

  2. In the Procedure Date column, enter the procedure date of the procedures you're applying the tax or discount to. The date defaults to today's date.
  3. From the Tax/Discount Type list, select the type of tax or discount you want to post.
  4. Select how you want to apply the tax/discount in the Calculate for group box:

    • Current Patient - Applies the tax/discount to just the patient currently selected in the Ledger.
    • All Family Members - Applies the tax/discount to all family members of the selected patient who have procedures on the selected date. The discount will be listed in the guarantor's Ledger.
    • Selected Procedures - Applies the tax/discount to the procedures you selected in the current patients' Ledger before you opened the Enter Tax/Discount dialog box.

  5. Select the Provider that should be attached to this tax/discount.
  6. Enter any additional information about the tax or discount in the Notes field, and then click OK to create the adjustment in the Ledger.

Dentrix comes with a few tax/discount types already defined. You can edit these or customize your own. For more information, see the Creating Tax and Discount Types topic in Dentrix Help.

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