Ledger, Claims, Fees and Statements for DentalWriter Plus+
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      1. DentalWriter Plus+
      2. Features & Tutorials
      3. Ledger, Claims, Fees and Statements for DentalWriter Plus+

      Filtering and Exporting Global Ledger

      Summary: Provided are steps to access the Global Ledger within DentalWriter Plus + as well as how to export and where to apply filter options if they are needed.

       From left side of Navigation bar, select the Ledger button to open global ledger view. 

      From here, filter options can be applied to acquire specific criteria needed to generate that view. By selecting the More Filters from the top of ribbon, activates available filter options to the right.

      From the Filters view, date range can be selected and by selecting Patient button it will open/launch that patients leger view. In addition to:

      1.  Form Type (or Patient Visit Type) 


      2.  Transaction Type (Charges, Payments, Adjustments, and notes) 

      3. And provider

      Once filters have been applied it is now ready to export. Select the button labeled Export Ledger. It will then trigger that report (CSV format file type) to be emailed to the user email that is logged in.