The Account is the hub of your digital accounting office. Use the Account window to review account history, print account history reports, post transactions via the walkout statement, accept payment on the account, record adjustments or returned checks, and much more.

From the Account Window , you can manage all patient transactions:

• Add or edit transactions, payments, and notes.
• Make debit and credit adjustments, write-offs, or discounts.
• Filter to view only certain ledger entries and customize ledger entry colors.
• Print a receipt of all today’s activity for all patients on the account.
• Quickly display important account and patient information.
• Create customizable account types to track accounts.
• Display running account balance.
• Quickly link to all account activities.
• Print financial statements for the account.
• View distribution of payments.
• Send letters or e-mails to members on the account.
• Right-click to access virtually any area of the software quickly.