ClearDent AI

Ledger Mastery: Effortless Adjustments for Financial Clarity

Share Event

Zoom

Online Event

Date and Time

Wednesday, February 25, 2026
9:00 AM – 10:00 AM PT

Event Description

Accurate ledger adjustments are key to maintaining clean patient accounts and trustworthy financial records. Whether you’re correcting billing errors, applying discounts, or reconciling payments, ClearDent’s advanced ledger tools help you do it all with clarity and control.

In this Community Class, learn how to:

  • Understand the different types of ledger adjustments and when to use them
  • Make corrections confidently; without compromising historical data
  • Apply adjustments to procedures, payments, and insurance entries accurately
  • Reverse transactions when needed, and ensure your audit trail stays intact
  • Use best practices for financial clarity, reporting accuracy, and team consistency
  • Troubleshoot common adjustment mistakes and learn how to fix them properly

Walk away with a deeper understanding of ClearDent’s ledger tools and the confidence to handle adjustments with precision and ease. This one-hour class is eligible for 1 CE Credit.

Our Speaker:

Headshot of Dana Graham

Dana Graham | Implementation Specialist

Before joining the ClearDent family, Dana enjoyed a 12-year career in private practice in multiple roles including hygienist and Office Manager. These roles have given her vast knowledge of both the admin and clinical side, which in turn gives her a unique perspective on how an all-in-one practice management software can best benefit a dental office.

Other Events