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.

2. Employer/TPA: The Employer Ledger can be run by the Employer or TPA.
3. Patient: Run the Ledger by Patient.
4. Billing Office: Select the Billing Office Name from the dropdown to pull information for a specific Billing Office.
5. Date Type: Select DOS or Post Date.
6. 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.
7. Filter by:

• Procedure Code or Procedure Code Reporting Group
• Billing or Billing Reporting Group
• Rendering or Rendering Reporting Group
• Facility or Facility Reporting Group

8. Exclude On Demand Invoices: Excludes Invoices that were run On-Demand from the Ledger.
9. 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.

10. Enter a Note to print on the Ledger.
11. Options for Output, Orientation, Font Size, Cover Page, and Footer.
12. Select Run [F2].