You can set up Dentrix Ascend to automatically calculate the primary and secondary third-party portions of a charge for a completed procedure and insert those amounts as the Third-Party Estimate Overrides for that procedure. Additionally, only users who have the "Unlock Third-Party Overrides" security right enabled can modify the third-party estimate overrides that are associated with that procedure.
To activate or inactivate automatic third-party estimate overrides
How to get there
On the Settings menu, click (or tap) Ledger Options.
The Ledger Options page opens.
On the Ledger Options page, click (or tap) the Ledger Rules tab.
Set the Third-Party Estimates switch to one of the following statuses:
Yes - When anyone posts a completed procedure, Dentrix Ascend will automatically calculate the primary and secondary third-party portions of a charge and insert those amounts as the Third-Party Estimate Overrides for that procedure. Additionally, the overrides will be locked to prevent modification except by authorized users.
No - Anyone can enter and modify the Third-Party Estimate Overrides for a procedure.
Click (or tap) Save.
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