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

  1. Open Dental Ledger:
  2. Eaglesoft Ledger:
  3. Dentrix Ledger:
  4. Dentrix Ascend Ledger:
  5. Tracker Ledger:
  6. Cleardent Ledger:
  7. Easy Dental Ledger:
  8. Practiceweb Ledger:
  9. Abeldent Ledger:
  10. Curve Ledger:
  11. Officemate Ledger:
  12. Crystal Ledger:
  13. ChiroTouch Ledger:

    • Related Articles

    • Set Up Adit Pay

      Adit Pay allows you to collect payments from your patients both online and in the office. The registration process is entirely self-guided, so you can sign up at any time! Please note that only Owner-Level users can set up the account. To set up your ...

    • CareCredit: Posting Payments in the Ledger

      CareCredit payments can be automatically posted to the patient’s ledger. Here’s how you can manage these settings: When you first connect your CareCredit enrollment, you have the option to enable posting in the ledger. If your enrollment is already ...

    • Process Payments Using an Insurance Card

      Adit Pay can conveniently process payments using an insurance card. To begin processing insurance payments: Please Watch This Video Here Navigate to the Adit Pay module In the top navigation menu, select Payments. If you don’t see this option in the ...

    • Check a Patient's Outstanding Adit Pay Balance

      The patient card makes it easy to manage a patient’s details all in one place. Here is how to see a patient's outstanding balance from Adit Pay: To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top ...

    • CareCredit: Integration With Adit Pay

      If you have both the Financing and Adit Pay modules set up, then when patients receive a payment request from Adit Pay, they will have the option to apply for financing on the payment page. Based on the patient’s Batch QuickScreen status, If the ...