Ledger Overview

This document will cover the basic interface conventions of the MacPractice ledger, including account structure, and the anatomy of the ledger window.

General Conventions
There are some general conventions regarding the MacPractice ledger it is helpful to understand before beginning to enter transactions.

Account Structure
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.

Ledger Highlights
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.

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