Dentrix Ideas

Want to search a check number in ledger

Want to be able to do a search for check number to see which patients are tied to it in the ledger

  • Guest
  • Sep 30 2022
  • Needs review
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  • PB commented
    10 Oct, 2022 11:50pm

    This is already a feature.

    Open the ledger - File > Search Payments (a little further than mid-way down)

    Enter the check number and adjust days if you know when it was posted (makes it quicker), then a full list of patients connected to the check pop up - you can even click on the patient's names to pull up their ledger.