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  1. Click on the Bulk Action Drop Down and select Preview Account Ledger

  2. Select visits

  3. Optional: Choose Show All or Charges Only

  4. Click on Print Account Ledger

  5. Optional: Add a note

  6. Email or Print Ledger and click done

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For more information on generating receipts or ledgers see Patient Receipts

Info

Emailing Ledgers is not a current function but will be in a future update.

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