Quickly Find Recent Transactions in the Ledger

It’s great to have long-time patients who are loyal to your practice. But let’s be honest, when working in the Ledger for these patients, it can be time-consuming to find the most recent transactions. While scrolling through dozens of line items for one of these...

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Working with Unapplied Credits, Part 2

May 6, 2020 So you ran the unapplied credits report, now what? The next step after running the Unapplied credits report is to go into each patient’s Ledger and apply the unapplied credit to the posted procedures. This way the provider receives payment for the...

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