OrthoTrac: Adding a Comment to the Patient Ledger

Document created by tshaw Employee on Apr 13, 2016Last modified by prcarter on May 9, 2016
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1.  From the main menu, select Functions > Patient Chart > Financial Functions.  The Patient Look-Up window is displayed.

2.  Select the patient.

3.  Click OK.

4.  Click Ledger and select View by Resp Party (or press Ctrl-E).  The Ledgers by Responsible Party window is displayed.

5.  Select the correct responsible party from the Resp Party drop-down list.  If there is only one responsible party skip this step.

6.  Click Add Ledger Comment.

7.  Enter the comment.

8.  Press Enter to save the ledger comment.