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The Ledger tab in the calendar is a way to adjust billing information before Check-Out is clicked. 

In this tab, you see all the default codes for that Appointment Type along with the default units, default code modifiers, codes, available add-ons. and whether they are applied by default or not (a unit of 0 means it is not applied). 

You can change the Units, Modifiers (max of 4), and Add-on units.


  • In this tab you can only change units and not the rate.
  • You cannot change the charge because you could have more than one patient with separate Contracted/Scheduled bill rates.
  • If a patient has a contracted bill rate it will use that, if not it will use the scheduled bill rate if they have one and if not, it will use the Usual bill rate.

  • The amount billed is Units multiplied by Individual patients Rate. 

  • Changing an add-on unit to 0 or deleting the number will remove the add-on from the code. 

Editing these details will only affect the current appointment or appointments if you are creating a series. 

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If you hover over a code it will give you a description as a tooltip. This works for the main code and add-on codes. 

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Adding or Removing codes

You can also add codes to a calendar appointment along with removing codes from the appointment also. 

The ledger details act like the other data points e.g. Start Time, End Time, Contacts. You will get a pop-up dialog for series appointments. 

When adding codes it will bring in the defaults for that code. For example if the code you are adding has 5 units and modifiers enabled by default it will come into the tab that way. It will not allow you to add duplicates of a code.

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Once an appointment is Checked-Out you cannot modify the ledger tab. You will only be able to see the values that were added to the ledger on Check-Out. 

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