While in Ledger, you can choose to display account information in several different ways.
To switch between Ledger views
Options - With a patient selected in Ledger, on the Options menu, select a view option. The option with a check mark next to it is the current view. The Ledger window's title bar also shows the current view.
Ledger - When Ledger is first opened, it displays all transactions that were posted during the current month for the selected patient.
Ledger + History - You can see all transactions for the selected patient, including history transactions.
Note: Including history transactions in the transaction log requires the "Ledger + History" security right.
When you click this menu option, if applicable, do one of the following:
If the Password - Ledger + History dialog box appears, user verification has been assigned to the "Ledger + History" task. Do one of the following:
If your user account has been granted the "Ledger + History" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Ledger + History" security right, have a user with permission temporarily override this restriction so you can view history transactions this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Ledger + History" security right. To have a user with permission temporarily override this restriction so you can view history transactions this one time, do the following:
On the message, click Yes.
In the Password - Ledger + History dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
Treatment Plan - You can view and work with a patient's treatment plan.
View - With a patient selected in Ledger, on the View menu, select a view option. The option with a check mark next to it is the current view.
Show Transaction Links - With a transaction selected, you can see the procedures that are linked to an insurance claim, the payments and adjustments that are linked to procedures, or so forth.
All (with running balance) - You can view transactions for the entire family. An additional column appears on the right side of the transaction log that displays a running balance for the account.
Family Members - You can quickly switch to any family member's ledger by selecting that family member.