Nopali Help

Using The Office Ledger

With Nopali, you can view a summary of all of the Patient Billing entries made in your office. Note that this does not include the Insurance Transactions, which is dealt with in a separate module, found here. Press the Office Ledger item in the toolbar to see this view:

Office Ledger Toolbar Item

The Office Ledger view will present to you a snapshot of all the patient billing entries based on the search criteria in the search drawer. You can fine-tune your search using the search drawer:

Office Ledger Search Drawer

To modify your search, use the elements in the search drawer. Date range and staff member modifications are probably the most useful to make.

You may also make a printout of the search by pressing the printer icon at the lower end of the drawer.

The main window will present the results of the search criteria in the drawer:

Office Ledger Main Window

Along the top margin of the main window, a breakdown of the billings is presented in terms of opening and closing balance, as well as total billed and total received. Taxes are also summarized:

Office Ledger Summary

Finally, the table in the main window shows all of the billings relevant to the current search:

Office Ledger Table

Double-clicking on a row in the table will take you to the patient chart, where further details for the billing entry can be seen.