The MacPractice ledger is located within each patient file under the Ledger tabThis article is intended to provide a thorough overview of all areas of the Ledger Tab, located in the Patients Ability of MacPractice.

If you’re looking for a basic review of the functionality, please refer to the How to Use The Ledger article.

Account Structure

Accounts in MacPractice are groups of individual Patient records.

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• Ledger Preferences

Ledger Layout

• Ledger Tab Layout: OverviewThis article will explain the basics of the three parts of the ledger as well as their sub-areas.

• Ledger - Treatment Plan: PlansThis article will go through the basics of each area of the Treatment Plan.

• Ledger - Incident Tabs: This article will guide you through each tab under the Incident node in the Ledger Sidebar. 

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These guides will explain each menu as well as each option and what they do.

• Ledger - Incident MenuLedger -

• Charges Menu

• Ledger - Payments MenuLedger -

• Other Menu

• Ledger - Print Menu

Windows

These guides will go through the additional windows a user may encounter while working within the ledger.

• Ledger - Charge WindowLedger -

• Payment Window

• Ledger - Incident Folder Tabs

• Ledger - https://macpractice.atlassian.net/wiki/spaces/MPHelpDesk/pages/81559611/Incident+Tabs#Incident-Tab

• Claim Creation Window

Helpful Guides

We have compiled a few articles we though would be helpful to offices based on frequently asked questions. 

• Helpful Guide - Credit vs. Debit List

• Helpful Guide - Self-Referrals for Medicare Part B

• Helpful Guide - Timely Timing Filing Limit

• Helpful Guide - Crossover Claims

• Helpful Guide - Copay

• Helpful Guide - Imported Transactions

• Helpful Guide - Code Mapping

• Helpful Guide - National Provider Identification (NPI)

Advanced Ledger Guides

These articles include the more advanced function of the ledger.

• Advanced Ledger - Cross Coding

• Advanced Ledger - Sequestration

• Advanced Ledger - Demonstration Codes

• Advanced Ledger - Collections

• Advanced Ledger - Anesthesia Billing

• Advanced Ledger - Balance Forward

• Advanced Ledger - Contract Billing

Ledger Highlights

When you select an item on the ledger, related transactions are highlighted in yellow. In the example below, we can see the selected charge is associated to a patient payment, an insurance claim, and an insurance payment.

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