Employer/Attorney Ledger

Employer/Attorney Ledger

The Employer/Attorney Ledger can be used to provide more information than is on the Invoice. (Libraries > Employer/Attorney Library > ID)

  1. Select the Ledger link at the top of the Employer/Attorney Dashboard.

  1. Employer/TPA: The Employer Ledger can be run by the Employer or TPA.
  2. Patient: Run the Ledger by Patient.
  3. Billing Office: Select the Billing Office Name from the dropdown to pull information for a specific Billing Office.
  4. Date Span: Select a Date Range by entering the DOS From and To Dates or select a more specific date period where the DOS From and To will complete depending on your choice.
  5. Filter by:
  • Procedure Code or Procedure Code Reporting Group
  • Billing or Billing Reporting Group
  • Rendering or Rendering Reporting Group
  • Facility or Facility Reporting Group

  1. Select the Options to display on the Ledger. Each one that is selected adds a section to the Ledger Report.
  • Billing Info: Billing Office Name, Address, Phone, & Fax
  • Employer Info: Employer Name, Address, Email, Phone, Fax, and Website
  • Include TPAs:
  • Account Summary: Account Summary for the Employer
  • Aging
  • Receipts: List of Receipts with Received Date, Payment Method, Amount, Unapplied, and Applied.
  • Unpaid Visits: List of Encounters that have not been paid with the Patient's Name, DOS, Description of Charges, Billed Amount, Adjustments, Paid Amount, Amount the Employer Owes
  • Invoices: List of Invoices; If unchecked, no Invoices will be listed.
  • Encounters: List of Encounters
  • Patient Name: If unchecked, the Patient's name will not be in any section of the Ledger.
  1. Enter a Note to print on the Ledger.
  2. Options for Output, Orientation, Font Size, Cover Page, and Footer.
  3. Select Run.





    • Related Articles

    • Employer/Attorney Dashboard

      Employer/Attorney Dashboard Libraries > Employers/Attorneys > Select the ID Employer/Attorney Panel Select the Modify link to Modify the Employer/Attorney information. Select the Receipts link to view the Receipts that are attached to this ...

    • Print a Patient Ledger

      Patient Ledger The Pay to NPI on the Patient Ledger is determined by: If a Facility is chosen on the Reference Batch, it will override the Pay To/Billing Library and Database address. If a Facility is not chosen on the Reference Batch, the System ...

    • Employer/Attorney Library

      Employer/Attorney Library Employers/TPAs/Attorneys can be created as needed from the Guarantor's panel on the Patient Dashboard or from the Employers/Attorneys Library. Libraries > Employers/Attorneys Search for an Employer/TPA/Attorney Before adding ...

    • Send an Employer to Collections

      Release v4.8 The same Pre-Collections process for Patients can be used to send Employers to Collections. Ask Support or your Implementation Manager to activate this feature. Add an Employer to Pre-Collections Before an Employer can be sent to ...

    • Patient Dashboard: Balance Panel

      Balance Panel Features Navigation Links Post Charge Opens the Post Charge screen to add a new Charge for the Patient. ERAs Shows the number of ERAs, and the link opens the existing ERA List that is associated with the Patient. Cases Shows the number ...