Patient ledger
Customers
The customer ledger gives the office a clean view of balances, advocacy, and referral value without digging through disconnected records.
Active balances
$625
Across 5 patients holding live credit
Referral advocates
4
Patients who have already generated referral activity
Total customers
6
With active credit
5
Referred in
2
Advocates
4
Patient roster
Relationship and balance view
Patient profile
John Smith
(253) 545-1312
$100
Credit balance
1
Referrals sent
0
Converted
$0
Est. revenue
Relationship intelligence
Customer since
Feb 1, 2026
Referral position
This patient is a direct practice record and can still become an advocate.
Current momentum
1 pending referral is still in play.
Credit history
0 eventsNo credit history yet
Referral activity
1 linked referral$100 referral for John Smith
Sent Mar 10, 2026 · 3 views