Patients frequently request a printout of their account activity for the year. Often, they need this documentation for health spending account reimbursement, tax documentation, or another official reason.
The Patient Ledger Report and the Family Ledger Report are great resources you can use to print this information. They list the history of all procedures, payments, adjustments, and service charges posted to the patient’s account.
And now, Dentrix G7.5 allows you to also print the American Dental Association (ADA) codes as part of the procedure description, making it useful for reimbursement purposes.
To enable the ADA codes on the Patient Ledger Report and the Family Ledger Report:
- From the Office Manager, select Maintenance > Practice Setup > Preferences.
- Click the Print Options tab.
- Select Use ADA Codes in Descriptions and click OK.
You can now print a Family Ledger Report or a Patient Ledger Report for a selected patient from the Ledger (Ledger > Print > Family Ledger or Patient Ledger).
You can print the Family Ledger Report or Patient Ledger Report for a range of accounts from the Office Manager (Office Manager > Reports > Ledger > Family Ledger or Patient Ledger).
Additional Information
To learn more about these reports, see the following topics in Dentrix Help:
For more information about other new features in Dentrix G7.5, click HERE.
To learn more about the new features in Dentrix G7.5, and prepare your team for the upgrade, watch this on-demand webinar recording.