PracticeWorks uses a balance forward accounting system, which means that the balance on an account always consists of the most recent charges. It does not use the open item accounting system in which you apply payments to specific procedures. Since you enter the patients’ account balances, not their histories, into this part of the system, you should keep your old ledger files for reference until these balances are verified.
Entering Balances from Ledger Cards
Entering Balances from an A/R Report
Dividing Balances by Producers