Viewing the transaction log

The transaction log in the Ledger window lists all transactions posted to the patient's or family's account. For each transaction, the Ledger lists the date, patient or guarantor name, tooth number (when applicable), cheque number, procedure code or type, transaction flags, description, notes, referral by, amount of the transaction, transaction provider, insurance billing status, and balance.

There are 14 columns in the transaction log that provide additional information about the transaction:  

·        Date - Date the transaction was posted to the Ledger.

·        Name - Patient’s name.

·        Tooth - Tooth number as applicable.

·        Surface - Tooth surfaces treated as applicable.

·        Cheque # – Cheque number.

·        Code - Procedure code.

·        * - An asterisk indicates that the transaction has been moved to history. You cannot edit or delete transactions in history. A plus sign + indicates that the procedure has been invalidated. Invalidated procedures still show in the Ledger but no longer display in the Patient Chart. A carat ^ indicates that the procedure has been back-dated to a month that has been closed out. When the procedure is moved to history, the carat ^ changes to an asterisk *.

·        Description - Procedure description.

·        N - A musical note indicates that a note is attached to the procedure.

·        R - The letter "R" indicates that there is a related referral for this procedure.

·        Amount - Amount charged for the procedure.

·        Prov - Provider ID.

·        Ins - "No" indicates that the procedure has not been submitted to the patient’s insurance.

·        Balance - Patient's balance.