Print a Patient Ledger

Print a Patient Ledger

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 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.
  • 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

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.


Notes
Internal Use Only: LEDGERSSN, LEDGEINSBAL, LEDGEPATBAL





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