The Dentrix Blog

Helping You Do More with Your Dentrix System

Has a patient ever requested to see their Ledger history? Or have you wanted to present someone their financial history and highlight some of the lines so they stand out?

In the Ledger, first adjust what appears on the Ledger from the Options menu (where you can show or hide the Ledger + History) and/or the View menu (where you can show individual patients or all family members).

Then choose File > Copy to Clipboard.

Now open a spreadsheet, such as Microsoft Excel and press Paste (Ctrl+V) to insert everything you copied from the Ledger.

Now you can use the tools in your spreadsheet to sort the information and/or to add color, bold, italics, or other font attributes to your liking.

For additional information see these previous Ledger tips: