Customising the ledger view

You can customise what transactions appear on the ledger.

To customise the ledger view

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. Do one of the following:

   • On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

     

   • On the Patient menu, under Financial, click (or tap) Ledger.

   The patient's Ledger page opens.

1. On a patient's Ledger page, click (or tap) View to open a menu.

   

2. Set up the following options:

   • Sort By

     • By date - List transactions in chronological order (click the Date column header to specify ascending or descending).

     • By statement - Group transactions according to the date of service. Procedures, claims, adjustments, and payments associated with a certain date of service appear together. Also, a column with the running balance appears.

   • View Mode

     • Patient view - List transactions for only the patient. This option is not available if the patient is the guarantor for only himself or herself (the Guarantor View option will be used).

     • Guarantor view - List transactions for the patient, all patients who have the same guarantor as the patient, and the guarantor (if not the patient). Transactions for a given patient with the same date of service are grouped together.

   • Date range

     • Since last "0" balance - List transactions, starting when the account last had a zero balance. This option is available only if the selected Sort by option is By Statement.

     • Date Range - List transactions only within a specified date range.

     • All history - List all transactions.

3. Click (or tap) Done.

4. If you are viewing the ledger by date, to have an Applied and a Remaining column appear to the right of the Amount column, select the Show Applied and Remaining Amount columns check box. For each procedure, the amount of any payments that have been applied to that procedure appears in the Applied column, and the difference between the amount charged and the applied amount appears in the Remaining column.

   

Related Topics

• None

Related Errors/Questions

• None