You can add comments to a patient's ledger to help track transaction-related activity.
To add a ledger comment:
From the Patient tab, select Financials > Ledger.
Under Actions, click Add Ledger Comment. The Create Ledger Comment window is displayed.
Select a date for the comment. The date defaults to today's date, but you can select a date in the past or future.
Enter the comment.
Note: The comment can contain up to 4000 characters.
Select Display this comment on statements and account history, if appropriate.
Click Create.
You can click on a ledger comment in the patient's ledger at any time to expand it and access additional options. You can edit or remove the comment, as well as change the statement/account history setting.
To change whether the comment appears on statements and account histories, click Will or Will Not.
Note: A payment plan 
icon is displayed at the top of a patient's ledger if the patient has one or more active payment plans.
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