Learn about the financial tab available in Practice EHR.


With the Practice EHR financial tab you can quickly access and manage patient financial details.

  • View plan and patient balances, aging and patient statement details such as when the last payment was made by the patient and the amount.
  • View previous statements that were sent to the patient. Click the print date hyperlink to see what visits and date of services were included in the statement that was sent to the patient.
  • See patient financial details by visit under the visits tab. Use the “Patient Payment” button to record patient payment.
  • Use the “Ledger” button to check ledger details related to the selected patient and print to help reconcile your patient financials.