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