Dentrix Ledger Tutorial (Part 1): Posting Procedures, Payments & Adjustments Step-by-Step

In this video, I walk you through the basics of working in the Dentrix ledger so you can confidently manage patient accounts and keep everything accurate. This is Part 1 of a full ledger series, and we’re focusing on the core actions you’ll use every day: How to post procedures to the ledger How to enter patient payments How to apply adjustments (discounts, write-offs, and sales tax) If you’re new to Dentrix or just want a clearer, more efficient workflow, this will help you understand exactly what’s happening behind the scenes when charges and payments are entered. This is the foundation for everything else in the ledger—so once you understand this, the rest becomes a lot easier. Coming next in the series: Part 2: Insurance claims + posting insurance payments Part 3: Payment plans + Payment Agreement Manager If you have questions or want me to go deeper on anything, drop a comment and I’ll make a video on it. Mentioned videos:    • How to Setup Dentrix Multi Codes   To check out resources I mention in this and other videos, check out: https://linktr.ee/dentaltechwithjaime Check out these playlists for dental team members:    • Dentrix for Admin Team      • Dentrix for Hygienists      • Dentrix for Dental Assistants      • Dentrix Core Tutorials   _______________________________________________________________ CHAPTERS 0:00 Introduction to Dentrix Ledger Series (Part 1 Basics) 0:07 What You’ll Learn: Procedures, Payments, Adjustments & Sales Tax 0:31 Opening the Patient Ledger in Dentrix 0:43 How to Post Procedures in Dentrix Ledger 1:14 Entering Procedure Codes & Searching CDT Codes 2:00 Setting Chart Status, Provider & Billing Options 2:52 Adding Multiple Procedures & Using Multicodes 3:52 Understanding Ledger Totals & Patient Balance 4:17 How to Enter Patient Payments in Dentrix 4:39 Payment Types, Providers & Dentrix Pay Overview 6:05 How to Enter Adjustments (Write-Offs & Discounts) 6:49 Tracking Adjustment Types for Reporting 7:28 Adding Sales Tax to Procedures in Dentrix 8:10 Upcoming Topics: Payment Plans & Finance Charges 8:24 Ledger Basics Recap (Procedures, Payments, Adjustments) 8:34 Part 2 Preview: Insurance Claims & Payments