Accessing the Patient’s Ledger

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:

Variations of the Ledger Card are displayed when you perform certain functions, as in the following examples:

 

Related Topics

Posting Ledger Entries

Identifying Balances After Separating an Account

Posting a Reminder

Promoting a Patient to a Responsible Party

Printing the Ledger for Individual Patients

Checking the Patient Out

Entering Individual Mail Payments