• HSA requests
• Auto Accident or Workers Comp Cases
• Attorney requests
• Medical Records, any time we need a printout of patient activity that does not need a HCFA or electronic claim
• Specific Facilities

Print a Patient Ledger from the Patient Dashboard

• On the Patient Dashboard, select the Patient Ledger link.

• Choose your Filter Criteria:

• The Patient ID auto-completes.

• If you want to Print a Guarantor's Ledger, change the Patient ID to G plus the Guarantor's ID (G123456)

• This Ledger will display all the Patients that are linked to this Guarantor.

• Filter by: Facility, Pay to NPI, Date, Rendering, Billing, Referring, Supervising, Encounter, and Case. (If any of these fields are left blank, it will pull all in that category.)

• Choose the Options to display on the report.
  

If you want to include Encounters that do not have a Balance, you must select the checkbox for Zero-Balances.

• Enter a Note to print on the Patient Ledger.

• The Note will appear at the top of the Patient Ledger.

Save the Patient Ledger Report Options

• Save the Filter Criteria if Patient Ledgers are used frequently.

Patient Ledger Example

Patient Ledger Pay to NPI

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 will use the Pay To/Billing Library address if the "Use as Receipt Address/Ledger NPI" check box is marked.

• If a Facility is not chosen on the Reference Batch or in the Pay To/Billing Library, the address will default to the Database address.

Internal Use Only: LEDGERSSN, LEDGEINSBAL, LEDGEPATBAL