The MacPractice ledger is located within each patient file under the Ledger tab.
Accounts in MacPractice are groups of individual Patient records.
All patients on an account share information in the Primary, Secondary, and Account tabs. Account statements will reflect balances for all patients on the account. Account are generally based on families, though in some cases (such as worker's compensation), they may be grouped by employer, or another criteria. The Account Ledger shows all ledger activity for a selected account.
Each patient can additionally have multiple incidents. Inside an Incident, you will be able to keep track of transactions unique to a patient.
Note: Individual patient transactions in an incident will show in the Account Ledger, but items in the Account Ledger may not show in a patient's incident.
The links below will direct you to our Ledger Preferences.
- Ledger Tab Layout: This article will explain the basics of the three parts of the ledger as well as their sub-areas.
- Ledger - Treatment Plan: This article will go through the basics of each area of the Treatment Plan.
- Ledger - Incident Tabs: This article will guide you through each tab under the Incident node in the Ledger Sidebar.
These guides will explain each menu as well as each option and what they do.
- Ledger - Incident Menu
- Ledger - Charges Menu
- Ledger - Payments Menu
- Ledger - Other Menu
- Ledger - Print Menu
These guides will go through the additional windows a user may encounter while working within the ledger.
- Ledger - Charge Window
- Ledger - Payment Window
- Ledger - Incident Folder Tabs
- Ledger - Claim Creation Window
We have compiled a few articles we though would be helpful to offices based on frequently asked questions.
- Helpful Guide - Credit vs. Debit List
- Helpful Guide - Self-Referrals for Medicare Part B
- Helpful Guide - Timely Filing Limit
- Helpful Guide - Crossover Claims
- Helpful Guide - Copay
- Helpful Guide - Imported Transactions
- Helpful Guide - Code Mapping
- Helpful Guide - National Provider Identification (NPI)
Advanced Ledger Guides
These articles include the more advanced function of the ledger.
- Advanced Ledger - Cross Coding
- Advanced Ledger - Sequestration
- Advanced Ledger - Demonstration Codes
- Advanced Ledger - Collections
- Advanced Ledger - Anesthesia Billing
- Advanced Ledger - Balance Forward
- Advanced Ledger - Contract Billing
When you select an item on the ledger, related transactions are highlighted in yellow. In the example below, we can see the selected charge is associated to a patient payment, an insurance claim, and an insurance payment.
When highlighting a claim, you may notice procedures highlighted in green instead. This indicates the selected charge has been edited since the claim was created, so information in the charge window may be different from the information on the claim.