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 Incident Menu, which can be used to create, archive, retrieve or delete incidents.

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Transactions Table Columns

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.

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.

Balance Overview

Below the Transactions Table is the Balance Information. This will give you a quick summary of the totals of the entire account.