How to Enter a Patient's Starting (Initial) Balance

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:

1. From the Patient Ledger, click Set Starting Balance.
   
2. Enter a Balance Type (Patient Balance or Credit Balance), a Starting Balance Amount, and any comments to clarify the entry.
   
3. Click Post. The account balance is updated and the transaction is posted to the Ledger as Initial Balance.