Articles in this section

• Ledger Links for Account Balance and Family Members
• How can we tell from which screen a procedure was posted to the ledger?
• How can I filter items displayed in the Patient or Account ledger?
• My patient has a treatment plan. How do I use the treatment plan procedure when I post treatment charges from an appointment in the Scheduler?
• Our office uses the graphic patient chart. Our patient has a treatment plan on file. The patient also has an appointment. How do I complete the appointment, and post the treatment charges from the Treatment Plan tab on the restorative chart?
• Our patient has a treatment plan on file. The patient also has an appointment. How do I complete the appointment, and post the treatment charges from the Treatment Plan?
• How do I post treatment charges from an appointment in the Scheduler?
• Our patient has an appointment. How do I complete the appointment, and post the treatment charges?
• We sometimes have insurance patients who will pay for all the procedures, yet our office will submit an insurance claim as a courtesy. How does the “Assign Benefits to Patient” feature work?
• We’ve closed our month, and updated our Statements. We discovered that we missed entering a transaction in a patient record. How can we correct the Ledger, and generate a claim for the correct Date of Service?