Ledger
Use the financial ledger functionality to track and reconcile periodic revenue and transactions, like an accounting system. Each employer organization (EO) has a ledger to view open or historical activity. The financial ledger provides a bird’s-eye view of the overall account balance and has a friendly view of all the transactions and includes a credit/debit column for itemized details.
Before ledger and financial functionality can be used, give user security roles access to the ledger. See Allowing user security roles to access ledger
. Also, for users to be able to work with fees in encounter visits, they need access to fees. See Configuring access to encounter charges
.
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Enterprise Health Documentation
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