Sensei Cloud enables you to customize the Patient Ledger by specifying the default order used to display posted transactions when the ledger is accessed.
Note: This is a practice-level setting that applies to all patients and users and requires the appropriate user permissions to configure.
Note: Users can still click column headings to sort the columns as desired while working in the Ledger.
To set the Ledger order defaults:
- From the Administration tab, select Practice Settings > Financial Rules. The Financial Rules settings are displayed.
- Under Actions, click Edit Financial Rules and scroll to the Patient Ledger Default Order section.
- Select whether to Order Transactions By Service Date or Transaction Date.
- For Default Sort Order, select Ascending or Descending.
- Click Save.