Print a Patient Ledger

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 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.



Uses for the Patient Ledger

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


  • Choose your Filters 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.

  • Enter a Note to print on the Patient Ledger.


Save the Patient Ledger Report Options


Patient Ledger Example

Notes
Internal Use Only: LEDGERSSN, LEDGEINSBAL, LEDGEPATBAL


    • Related Articles

    • Print a Patient Receipt

      Receipt Address The Address that is printed on the Receipt is captured in this order: Facility selected on the Reference Batch. Pay To/Billing Location if it has been marked as the Default Receipt Address, and there is not a Facility chosen on the ...

    • Employer/Attorney Ledger

      The Employer/Attorney Ledger can be used to provide more information than is on the Invoice. (Libraries > Employer/Attorney Library > ID) Select the Ledger link at the top of the Employer/Attorney Dashboard. Employer/TPA: The Employer Ledger can be ...

    • Create and Post a Patient Receipt/Payment Manually

      Create a Patient Receipt Manually If the Copay was not entered during the Check-in/Check-out workflow, or if your Practice does not use the Calendar, there are several ways to create a Patient Receipt. Enter NR in the Navigation box (Go-Cuts) ...

    • 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 ...

    • On-Demand Statements/Print or Upload

      On-Demand Statements The On-Demand Statement option gives you the ability to produce a Statement outside of Cycle Billing. Create an On-Demand Statement Choose Statements on the Left Sidebar menu. On the Statements Management Dashboard, select the ...