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Notes - Ledger Data Pull Fields

All of the fields available within the Ledger table field pull from the corresponding columns on the patient's ledger, except for the fields listed below.

  • Chart Clinical Notes: Lists any clinical notes associated with the procedure, as entered from the Restorative Charting view.
  • Fee Clinical Notes: Pulls the information entered in the Clinical Notes field on the Long Description tab of a fee.
  • Incident Date: Lists the Incident Date of the incident that contains the transaction.
  • Incident Name: Lists the Incident Name of the incident that contains the transaction.
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