General Accounting Settings is the place for the user to configure settings related to the financial way that the clinic follows in which the user could select the preferred type of ledger, if his clinic will accept insurance payments or not, and on what status will the patient’s balance calculated.

In order to configure the accounting settings, follow the following:

• Open short cut menu in navigation bar on the upper right side of screen, and select “Settings”.
• Expand “Accounting” menu, Select “General”.
  
• General Accounting Settings page includes the following:
  

1- Ledger type

• “Ledger type” is a drop down menu; contains the 2 options (Procedure Ledger, Open Ledger) that offers the user to select the patient’s ledger type required upon his needs.

2- Balance Calculation

• “Balance Calculation” is an auto complete box in which user could select the procedure statuses required to calculate the patient’s balance on. Balance Calculation could be selected to depend on the following status: Planned, In Progress, and Completed. 
• That if the user selects 1 status (For example: Completed), then the patient’s balance displayed in ledger will depend only on the patient’s completed procedures only. Similarly, if the user selects 2 status (For example: In Progress and Completed), then the patient’s balance displayed in the ledger view will depend only on the patient’s procedures of in progress and completed status.
  >> Note that: The Balance calculation selection reflects on both types of ledger (Procedure Ledger and Open Ledger). 

3- Show Insurance

“Show Insurance” is a switch button, that if the switch is:

• “No”; then that means the clinic doesn’t deal with insurance in it’s financial calculations, and consequently any section related to the insurance in Dentalore system will not be displayed.
• “Yes”; then that means the insurance is taken in consideration in financials calculations, and all sections related to insurance in Dentalore system will be displayed.

4- Show Invoice
“Show Invoice” is a switch button, that if the switch is:

• “No”; then that means the clinic doesn’t use the invoices through it’s financial process, and consequently any view related to the invoices in Dentalore system will not be displayed.
  >> Note that: The default of “Show Invoice” button is: No.
• “Yes”; then that means all views related to invoice in Dentalore system will be displayed.
• Views that are affected by the enabling and disabling of the “Show Invoice” are:
  1. “Invoices” View for the Patient’s Module.
  2. “Invoice” column in the (Procedure and Open) Ledger Grid Views.
  3. “Invoice Details” Section in the “Add/Edit Payment” and “Add/Edit Adjustment” pages that are performed against an invoice.
     –> Fields included in the “Invoice Details” Section are:
     – Drop down menu of “Invoice ID”. 
     – “Balance” field.
  4. Field “Invoice ID” displayed in the Patient’s receipt.