Managing Patient Accounts > Accessing the Clipboard > Accessing the Patient’s Ledger
To add an entry to a ledger:
Open the person's Ledger Card.
Click Add entry. The Post new entries to account window is displayed. The Service Date ("Svc Date") and Entry Date fields automatically default to the current day’s date. The Service Date can be changed at this point, but the Entry Date cannot.
Use the <Tab> key on the keyboard to advance to the next column.
In the Patient column, click Account until it changes into the patient's name.
Payments and certain financial entries can be posted to Account, but dental and medical procedures must be added under the treated patient's name.
In the Producer ("Prod") column, click on the displayed initials to change them if necessary.
In the Description field, type the transaction code, or press Tab to display the Transaction Code Pick List. Select the code and click OK.)
Press Tab to advance to the next column or line.
Add or change the dollar amount, if necessary.
When all entries are completed as desired, click OK. The transactions are added to the Ledger Card window.
Click OK.
Accessing the Patient’s Ledger
Identifying Balances After Separating an Account