How to Post Payments from Adit Pay into the Ledger

How to Post Payments from Adit Pay into the Ledger

Adit enables you to log all payment activity with your patients into their ledger within the Practice Management Software. By default, all payments will be attributed to the primary provider that is associated with the patient on file.

How to Enable Logs into the EHR:

  1. Navigate to the Settings page

  2. Under location, click on the name of your Location

  3. On the left side menu, click on EHR

  4. Scroll to the bottom of the page and you will see the option to enable the logs.

  5. Click the toggle switch to turn the logs on or off.

    1. If the switch is gray with the button to the left, it is off.

    2. If the switch is orange with the button to the right, it is on.

  6. After toggling the switch On, you will see this pop up. Click on Next  

  7. Select where you would like the payments to post and then click on Confirm


    1. Communication Logs - this will post payment activity in the communication logs

    2. Patient Ledger - this will post payment activity in the patient ledger
        

  8. After this is set, you can still update your preferences at any time by clicking on the Edit Settings link.  


Notes:

  1. The transactions that are logged in the ledger are:

    1. Payments

    2. Refunds

    3. Discounts.

  2. All payments posted in the ledger are associated with a custom payment type.

    1. Payments are “Adit Pay” and are categorized as a payment. 

    2. Refunds are “Adit Pay Refunds” and are categorized as an adjustment.

    3. Discounts are “Adit Pay Discounts” and are categorized as an adjustment. 


How Each Payment Looks Posted in the Ledger

OPEN DENTAL

EAGLESOFT

DENTRIX

TRACKER


CLEARDENT


EASY DENTAL


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