Note: This option is available only when there is no history of financial transactions.
To manually enter a balance or credit for existing patient accounts, such as those not handled through data conversion:
- From the Patient Ledger, click Set Starting Balance.
- Enter a Balance Type (Patient Balance or Credit Balance), a Starting Balance Amount, and any comments to clarify the entry.
- Click Post. The account balance is updated and the transaction is posted to the Ledger as Initial Balance.