Viewing a patient's ledger

Transactions appear on a patient's ledger.

To view a patient's ledger

  1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

  2. Do one of the following:

    • If the patient's Overview page is not already open, on the Patient menu, under General, select Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

    • On the Patient menu, under Financial, select Ledger.

    The patient's Ledger page opens.

Note: To view a legend of the various colors and symbols that the ledger implements, click (or tap) the question mark icon.