The Ledger can be divided into three main areas, and several sub-areas. The ledger is most obviously used for accounting and adding transactions for your patients, but it can also be used to view clinical information.
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Incident Sidebar
The Incident Sidebar displays all unarchived incidents for the patient, as well as the Treatment Plans Folder and Account Ledger (which contains transactions for all patients on the account). Above the incident list is the Incidents menuIncident Menu, which can be used to create, archive, retrieve or delete incidents.
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Treatment Plans
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The Treatment Plans
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This node in the Ledger sidebar is generally used as a quick view of all existing Treatment Plans.
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The Account Ledger is also the only place where you will be able to see Finance Charges on the account, because a finance charge is applied to the account as a whole, not a specific incident. Typically, the finance charges are based upon the Provider/Office selected in the patient's Account tab; however, these may be overridden by double clicking and editing directly on the patient's Account Ledger.
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When selected, the Incident will display the Incident Tabs on the right side of the screen. These tabs are used to add more details regarding the selected incident as well as adding additional information on claims.
Once you expand the incident you can select the Contract Billing (if any), Transactions and Treatment Plan for that incident.
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Transactions Table
The Transaction Table is a series of columns that contain all of the financial information within the selected incident.
Above this table are the Charges, Payments, Other, Print and View Options menus. Each menu contains several difference functions. You can also customize the Ledger Colors for the transactions to whatever makes sense for your office.
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Columns can be dragged and dropped into any order desired. So yours may not match exactly with the order displayed. We recommend dragging the columns that you would want to reference quickly to the left, this will prevent unnecessary scrolling. Not all columns will be used.
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Audit IDThis is the User ID of the MacPractice user who entered the line item. A User's ID is defined in the References Ability > Users.  Posted DateThe date the transaction was posted in the Ledger. This cannot be edited.  Proc. DateThe date the item was performed. This can be edited in the original transaction (such as in the charge window for a Procedure's Date).  CodeThis column will include the Procedure Code or an identifying short description of the transactions.  DescriptionThe description of the transaction will be shown in this column. For Procedures, it will include the Procedure Description in the Charge Window.  ProviderThis column will show the Provider selected within the transaction.  StatusThe status of a claim.  DiscountIf a discount is set in the Account tab, the amount of the discount appears in this column.  DebitThis is the amount of money charged to the account. Debit items will inflate the balance.  CreditThis is the amount of money subtracted from the account. Credit items will decrease the balance.  Write-OffAny applicable Write-Off appears is this column.  BalanceThis represents the balance as of the placement of the line item. This may not match the Acct. Balance.  Payment AmountThis is the total amount of a payment regardless of what may or may not have been applied.  OpenThis will display the amount of money still owed for the line item.  Insurance PortionThis column shows amount of the charge that is estimated the insurance company will pay based on how the user has setup Insurance Estimating. Otherwise, when a claim is created without Insurance Estimating, MacPractice assumes 100% will be paid. The remaining amount after the payment has been applied will go into Patient Portion.  Patient PortionThis will display the amount of the charge that is the patient's responsibility to pay.  Patient PaidThis column displays the amount that a patient has paid toward the line item.  Insurance PaidThis will show the amount that an insurance company has paid on the line item.  In CollectionThis will say "Yes" or "No" depending on the collections status.  Collection Transmittal NumberThis column displays a Transmittal Number that correlates to submitted Collections in the Collections Manager.  UnappliedThis shows how much of a payment has not been applied to a charge or refunded back to the patient/provider/insurance.  Form AmountThis column shows the total amount of all charges tied to the claim/statement on that line.  Thru DateThis column will show the To Date from the New Charge window.  UnitsThe number of Units entered in the New Charge window for that specific procedure.  Diagnosis 1-4These columns will indicate the Diagnosis codes (if any) that were listed in the New Charge Window for the procedure.  Emerg.This states "Yes" or "No" if the Emergency box in the New Charge window has been checked.  AcceptThis column will show "Yes" or "No" depending on if the Provider Accepts Assignment on a claim item. For other items, this column will be blank.  Ins. PlanThis displays the Insurance Plan associated to the claim line.  Ins. HolderThis shows the primary person who holds the insurance.  FeeThis column is the amount charged for the Fee alone.  Fee TaxThis is the amount charged for the tax associated with the Fee.  Is LabIf Requires Lab is checked in the New Charge window, this column will say either "Yes" or "No".  Lab FeeThis is the amount charged for the Lab. (Canadian only)  Lab TaxThis is the amount charged for the tax associated with the Lab. (Canadian only)  Lab CostThis will display the Lab Cost as designated in the New Charge window.  Lab PlaceThis column will show the Lab Name the lab was preformed based on the lab selected in the New Charge window.  Original FeeThis will display the base fee of the charge before any added discounts or fees.  ScheduleThis column will show the Fee Schedule selected within the New Charge window for the line item.  TimeThis displays the Schedule Units entered in the New Charge window.  Procedure TypeThis column will display the Procedure Type set in the New Charge window.  TOSThis pulls from the Type of Service field in the New Charge window. This column is precent in DDS, however it cannot be edited.  POSThis information pulls from the selection a user made in the New Charge window under the Place of Service field.  Tooth and Surface*Not present in MacPractice DC or 20/20* These pull from the Tooth and Surface fields in the New Charge window.  QuadThis will pull from the Area of Oral Cavity selection the user made in the New Charge window.  Record #This is the number automatically assigned to the item chronologically in all of MacPractice. This number cannot be edited or changed in any way, and is generally used in the back end of MacPractice to keep the records in order.  Claim Number*New in Build 11.6.12+* A system-assigned number to each Claim. These end in E or P, and indicate whether the claim in question is an Electronic claim or a Paper Claim.  Pri. DeductibleThis column will show the amount pulling from the deductible primary insurance. This number will be calculated based on how you've setup your Insurance Plans and the Deductible amount entered in the Patient ability > Patient tab > Insurance sub-tab.  Sec. DeductibleThis shows the amount pulling from the deductible secondary insurance. This number will be calculated based on how you've setup your Insurance Plans and the Deductible amount entered in the Patient ability > Patient tab > Insurance sub-tab.  |
Balance Overview
Below the Transactions Table is the Balance Information. This will give you a quick summary of the totals of the entire account.
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