Access and Utilize Patient Ledger

Accessing Patient Ledger

Click on Reports in the Navigation Bar at the top of the screen and then click Patient Ledger. The patient ledger allows for a search of a specific patient’s transactions.




Once the patient’s encounters have populated, you will next select an encounter. The specifics for the selected encounter will appear below.




  • Statements – Patient invoice of visit and services
  • Encounters – Summary of patient’s visit including prices of services and diagnosis/procedure codes
  • Claims – An encounter turned into a claim to be sent out to payers

 This report allows efficient access to all patient details in a timely manner. Other
systems will require the user to scroll to find older encounters.

PP – Patient Payment
IP – Insurance Payment
PF – Patient Fund
PS – Print Statement
SQ – Statement Queue

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