Keeping your ledger accurate has never been simpler. With Auto-Post to Ledger, payments made in Smile Advantage can automatically (or manually) sync back to your practice management software (PMS), ensuring your patient records are always up to date.
How It Works
When a transaction occurs — whether it’s a cash, check, or card payment — you can instantly post it back to the patient’s ledger in your PMS.
Linked profiles required: Payments can only be posted if the patient record is linked to your PMS. Linked records are marked with a green lightning bolt
.Automatic posting: Most payments (new members, auto-renewals, and auto-pay members) are automatically posted.
Manual posting: For one-time renewals or manual renewals, you’ll use the Post to Ledger option.
Posting Payments to the Ledger
Step 1: Navigate to the Transactions screen.
Step 2: Locate the payment you want to post.
Step 3: Click Post to Ledger (or Mark Recorded if you are using the non-integrated version).
The payment will be written back to the linked patient’s profile in your PMS. A timestamp will display, confirming the post — typically within just a few seconds.
Linking Patient Records
If you encounter a patient who isn’t linked:
From the Transactions screen, click Link Patient Record.
Search for the correct patient in your PMS.
Select the matching profile.
Once linked, payments for that patient can be posted without issue.
Reviewing Transactions
At the end of the day or week, you can quickly verify all transactions have been posted:
Use the calendar picker in the Transactions tab to filter by day or week.
Confirm all payments show as posted.
Follow up only on manual renewals or one-time transactions — the rest will auto-post.
Benefits of Auto-Post
Save Time: No double entry between Smile Advantage and your PMS.
Stay Accurate: Ensure every payment is accounted for in your ledger.
Simplify Workflows: Most transactions sync automatically, leaving only a few to manually review.
Support
For questions or troubleshooting help with Auto-Post to Ledger, contact our support team at support@smileadvantage.com.