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Patient Ledger

OverviewOverviewThe Patient Ledger displays a patient's account information

The Filter function allows you to select which debits and credits to display on the ledger and how to group the

transactions

Patient Ledger

• Claims Management

• Accessing the Patient Ledger

• Quick Launch

• Transaction Posting

Filter

• Filter

• The Filter function allows you to designate which transactions you would like to appear in the Patient Ledger as well as how you would like the transactions to be grouped

Filter

Fliter

• Dates• All Dates• Date Range

• Shows only those transactions posted to the patient's file from the date specified in the top date field through the date specified in the bottom date field

Filter

Filter

Grouping Continued

• By Visit• Displays all transactions and groups charges

according to the visit(s) on which the transactions have appeared

• By Statement• Displays all transactions and groups charges

according to the statement(s) on which the transactions have appeared

Filter

• Order• Newest to Oldest• Oldest to Newest

Filter• Show

• Debits• All• Incomplete• Charges Missing Dx• Dx Codes missing CPT (Charges)

Filter

• Payment Application• Displays applied credits (in gray rows) under each

debit transaction

Filter

• -CPTDXLINKS• CPTDXLINKS are database place holders, and are

created in Medical Records (Charting) when a Dx is selected for a patient with absence of an accompanying CPT (Charge Code)

Filter

Filter

• Total Bars• Displays aged balance for insurance and patient

portions for each incident and for all incidents combined

Filter

• Family Balance• Displays basic patient information and balances for

all members in the patient's household, as well as a total balance for the entire family

• Double clicking on a family member's name in the ledger opens the Patient Ledger for that family member

Filter

• Remaining• Insurance• Patient• Total

Filter

• Show Filter• The settings inside the Filter is saved on

exit and are unique to the user.

Actions

Actions

• View Details• General• Providers• Amounts• Pending• Dates• Auditing• Demographics• Bottom Tabs

Actions View Details

Actions View Details

ActionsView DetailsBottom Tabs

ActionsView DetailsBottom Tabs

•Remittance Recodes

•Info on Recodes (if any)

•Bundle

•The charge was combined with other charges and paid as a single charge by the carrier

•Unbundle

•The charge was split into two or more charges, each of which was paid separately by the carrier

•Recode

•The billed code was changed to a different code by the carrier (down-coded)

ActionsView DetailsBottom Tabs

ActionsLedger Tasks

•Unapply All•Void Transaction•Edit Transactions•Delete Transactions•Move Transactions

ActionsLedger Tasks

ActionsLedger Tasks

ActionsLedger Tasks

ActionsLedger Tasks

ActionsLedger Tasks

ActionsLedger Tasks

•Expand•Collapse•Audit

ActionsLedger Tasks

•Legend

ActionsLedger Tasks

•Print•Prints a paper version of a given patient’s transaction

Patient Ledger

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