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Billings and Payments

The Billing & Payments section (labelled as My Ledger) provides providers with a detailed transaction history for financial tracking, auditing, and reconciliation across production and sandbox environments.

My Ledger Page

Access financial records from Home or Bottom Bar.

  • Via Home Screen: Under Quick Links, tap Billing & Payments.
  • Via Bottom Bar: Tap Payments located in the bottom navigation menu.

Searching and Filtering Transactions​

Filter transactions by environment and custom date ranges.

  • Expand the Search transactions by collapsible filter panel at the top.
  • Select Ledger Type:
    • STANDARD: Production transactions from real patient bookings.
    • SANDBOX: Test transactions processed during platform setup or testing.
  • Filter by Time Range:
    • Tap the Start Date or End Date field to open the calendar date picker.
    • Select the desired start and end dates, then tap Save in the top right corner.
  • The list will update automatically to display matching financial records along with total transaction counts.
Note

Our team will share a monthly transaction pdf and settlement will be done monthly basis.