PERMISSIONS REQUIRED: Clinic Staff must have an Administrator, Billing Assistant, Billing Manager, Front Office, Operations Manager Permissions assigned in order to manage Transactions.
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The ledger is an overall view of each date of service and each day that non-treatment charges were entered.
Each visit shows the charge amount, payment amount, adjustment amount, balance, and invoice state. Visits can be expanded to show charges, and then again to show transactions for each charge.
Display Grid
| Units | Total units charged |
| Charge | Total charges for this visit. |
| Pmt | Total payments applied to this visit |
| Adj | Total adjustments applied to this visit |
| Balance | The remaining balance on the visit. |
| Info | Indicates the current Invoice State for the visit. |
| PR Amt | Total PR amount as indicated by a transaction. |
| Posted | Post date of a charge or transaction. |
Filters
Filters can be used to limit the view based on the current Invoice State. The filters turn from blue to grey when they are selected. In the example above, the filters are set to show dates for all invoice states.
| Pending Charges | Controls visits with invoice states of Pending Charges or Pending Approval. |
| Carrier Billing | Controls visits with at-carrier invoice states of Bill Primary, Pending Primary, Bill Secondary, Pending Secondary, etc. |
| Patient Billing | Controls visits with an invoice state of Bill Patient. |
| At Collections | Controls visits with an invoice state of At Collections |
| Bill Complete | Controls visits with an invoice state of Bill Complete. |
The numbered buttons and the C, V, B, R buttons are shortcuts, allowing you to bypass the right-click menu. However, the mouse over the numbered button will display a message indicating to Right Click to set Keyboard Shortcut. Right-clicking produces the following menu:
Shortcuts
| Assign Shortcut | Produces a dropdown list of all available choices fro assignment to that button. |
| Clear Shortcut | Removes the assigned shortcut or that button. |
The button will turn from grey to green as they become useable. For instance, if you assign button 1 the Add Transaction shortcut, this button will only be green when a charge is selected; if a visit is selected, the button will remain grey. This mimics what would be seen on the right-click menu.
Likewise, the C, V, B, R buttons turn from grey to green when there is a note present.