Updated Payment Logic & Ledger Walkthrough

Join us for a walkthrough of the updated payment logic and brand new ledger experience. Until now, financial activity lived across separate Payment, Claim, and Product History pages. The new Ledger brings everything together designed to make balances, activity, and patient financials easier to follow and understand.

We’ll cover:

• How the new Ledger works
• Updates to payment logic
• How financial activity is now connected and displayed
• What changed from the old history pages
• What this means for your front desk and financial workflows 

We’ll also walk through real examples, answer common questions, and show how these updates create a cleaner financial experience for your team.