Accounting - The Ledger

The Account Ledger window provides the account balance, estimated insurance, and supportive ledger details for a complete audit trail.

PBS Endo Account Ledger Details

• Balances show how much is expected from Insurance and how much the patient owes
• Unlimited Collection Notes which print on aging reports, patient profile, and the overview window
• Display Insurance Estimates and outstanding claims
• Finance Charges Individualized
• Automatically prompt to file secondary when primary has paid
• Details of each charge and payment tracks standard information, plus the Day Sheet, the statement, and the endodontist of record
• Effective date of charge/payment can be different from the posting date
• Discounts differentiated from Write off for practice management
• Print Ledger for any date range, and Reprint a Receipt
• Review any statement
• Double-entry transactions prevent embezzlement
• Visual Financial reminder pops up for a patient
• Color Coded Transactions