💡ClearDent Tip Tuesday: Advanced Ledger

Managing post-dated payments can be a challenge—whether it’s cheques, credit cards, or insurance installments. But did you know ClearDent has a built-in tool to streamline the process? 

 

This week, we’re showcasing Held Payments: a simple and effective way to track future payments, stay on top of patient agreements and ensure your ledger remains accurate and organized. 

In this Tip Tuesday, you’ll learn how to: 

• Add, adjust, and allocate Held Payments with ease. 

• Track due payments right from your Today Screen. 

• Avoid common pitfalls, like missed deposits or weekend payment dates.  

Enjoy this Tip Tuesday video and discover how Held Payments can simplify your accounting workflows. As always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!

Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.