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Ledger

Manage patient financial accounts with a high degree of flexibility and easy access. Use the ledger function to:

  • View the patient's ledger(s) by selecting multiple view options - Current Activity, Future Charges, Payments Only, All Activity, and the ability to Combine All Related Contract's Activity.
  • Print out any selected ledger view.
  • Generate an Orthodontic Payment Agreement.
  • Generate coupon payment book.
  • Track all collection activities and quickly print Collection Letters.
  • Set up split contracts for divorced parents.
  • View system generated notes about account activity and append your own notes.
  • Perform comprehensive contract adjustments including amounts and payment terms as well as miscellaneous adjustments.
  • Automatically post Bank Draft, Credit Card or OrthoBanc processed electronic payments.

 

 

 

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