How Do I...? NEW | ADD TO EXISTING | DISASSOCIATE | EDIT | TRANSACTIONS

Upon clicking on the Ledger button, a list of ledgers assigned to the current patient appears (see screenshot below). A ledger is an account opened by a patient with the office.

Note that more than one ledger can be assigned to each patient. This can be for use with multiple dentists or guarantors and such. Any transactions with the office will be listed in a patient's ledger card. The amount on funds owed by or credited to a patient are managed within ledger cards.

Ledgers can be further managed by using the Accounts Receivable or AR menu item. To obtain more information about this function, see AR under Administration.

BUTTON DESCRIPTIONS

ICON	FUNCTION
	To create a new ledger, click on the button. The ledger card window will appear, prompting for information.
	This button will associate the patient to an existing ledger. All transactions involving the patient will be listed under the ledger selected. This feature will allow an entire family to share the same ledger rather than dealing with separate ledgers for all members.
	Use this button to break the link between a patient and the selected ledger.

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To create a new ledger, click on the button while in the patient's ledger list window.

Click to see how to create a new ledger.

More than one patient can be assigned to a ledger card. To do so, click the button in the patient's ledger list window.

Click to see how to add the patient to a ledger.

To remove a patient from a ledger card, select the ledger to remove the chosen patient from in the ledger list window. Then, click the button in the toolbar.

Click to see how to disassociate a patient from a ledger.

You can enter invoices, payments and lots of different financial information into a patient's ledger card.

Click for a full description of editing a ledger card.

Click for a full description of types of financial transactions.