Financial Function Buttons

The function buttons in the Financial Functions windows enable you to access all financial functions for the selected account, provided you have the appropriate security permissions and have purchased the additional modules.

See the following table for the button descriptions.

	Charges and Payments Enables you to enter charges or procedures and any payments for the selected account, as well as post comments to the ledger.
	Adjustments Enables you to correct posting errors, transfer balances, issue refunds, and post discounts and write-offs.
	Totals Enables you to view the balance and aging information for the selected account.
	Ledger Enables you to view a record of all financial transactions for the selected account.
	Financial Estimator Setup Enables you to update contract details using an interactive display of fee presentation and financial data.
	Contracts and Payment Plans Enables you to enter and maintain contracts and payment arrangements.
	Promises/Collections Enables you to enter and review promises related to collection activity for the account.
	Auto Payments Enables you to set up and maintain information for automatic payments from credit cards, electronic bank drafts, or post-dated checks (Canada only).
	Claims Enables you to add, change, copy, or print insurance claims for a patient.
	Post Transactions Enables you to save information entered on any of the financial windows.
	Close Enables you to close the Financial Functions window.