Managing Patient Accounts > Accessing the Clipboard
The patient’s Ledger contains ongoing financial transaction details about services from and payments to your practice. How you access the Ledger depends on the function you are performing and where you are in the software. The full view of Ledger is displayed in the patient’s Ledger Card.
You can display the Ledger Card in the following ways:
From the Clipboard, click Ledger.
From the Appointment Book, right-click the patient’s appointment and select Ledger.
From any Contact Expert with a View Ledger button.
Variations of the Ledger Card are displayed when you perform certain functions, as in the following examples:
When you check a patient out from an appointment, the Check Out Ledger is displayed. For more information, see Checking the Patient Out.
When you enter individual payments, the Post New Entries window is displayed. For more information, see Entering Individual Mail Payments.
Identifying Balances After Separating an Account
Promoting a Patient to a Responsible Party