The Patient
Ledger
The Patient Ledger is
a record of all transactions that have been entered for a particular patient.
The patient ledger will display both payment and charge transactions, as well as
transfers and write-offs.
! IMPORTANT: Although the
Add/Edit/Delete keys are displayed
inside the patient ledger, payment and charge transactions cannot be recorded,
edited or deleted directly from the ledger.
When viewing your Patient Ledger, you
have a few options that to modify what is displayed on the
screen.
-
Summary/Detail - Clicking Detail
will expand the transaction column so that the details of each
particular transaction are shown, such as the specific service
description or payment method. If viewing the ledger in Summary
mode, these details will not be displayed. Instead, payments and
charges will be indicated in abbreviations, regardless of their
type or description.
-
Dates - Using this drop
down menu will filter your patient ledger so that only items
falling within the specified time frame are displayed.
-
From-To - You may also enter a
more specific range of dates than those shown in the Dates drop
down.
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