DISASSOCIATE | EDIT | TRANSACTIONS | BACK | NEW

After clicking on the button, a list of all ledger cards will appear:

To choose a ledger to associate the current patient with, click on it within the list to select it. Then, click the Select button.

Now, any transactions that the patient is involved in can be recorded in that ledger. Also note that any other patients that are associated with a given patient's ledger will show up in that ledger card under the Family field.

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Patient ledgers are electronic records of payment and debt.

Click for a full description of Ledgers.

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.

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.