The Ledger is a customizable feature that allows you to view and manage various financial details related to a patient's account. Click here to learn about Ledger Transactions and Extended Features.
Here's how you can navigate and utilize the Ledger customizations.
Topics Covered
Watch this video for a comprehensive walkthrough.
Navigating to Ledger
- Search for the patient using the Global Search bar.
- Hover over Billing > select Ledger.
| Note: You can also use the quick links from the search bar to navigate to the ledger. |
Utilize Patient Information from Ledger
Patient Top Card
The top card is a unique information section that is independently designed for each module. The top card of the ledger provides an overview of the selected patient such as the patient's name, age, demographic information, attached flags, insurance details, linked members on the account, contact information, patient balance, unapplied credits, appointment details, etc.
| Note: The Patient's Total Balance is the sum of the Total Aging Balance and Contracted Balance. |
Click Pat. (Patient) Financial Notes to view the patient's financial notes which will pull up a slide-out where you can view and Edit them.
- Click Active Payment Plans to obtain a quick glimpse into the active payment plans of the patient for easier viewing.
- Click View Details to open the corresponding Payment Plan slide-out.
Patient Ledger & Account Ledger
You can select the intended tabs - either the patient ledger or the account ledger. If you click patient ledger, the screen will display the due entries and ledger transactions of the patient only.
- To view independent ledger data of other members, click View All Account Members.
- Select the intended patient.
If you select the account ledger, it will show you the due entries and ledger transactions of the account where account members (possibly the patient's family) are also present.
Ledger Items
- Aging Buckets: This is the breakup of outstanding balances by the length of time they have been due. These categories help practices track and manage their accounts receivable by showing how long bills have been unpaid. The ledger displays the breakup of outstanding aging balances by the number of days. For example. 0-30, 31-60 days, etc.
- Bal. Due (Balance Due) : The balance due is the total amount of the sum of all aging balances of patients or insurance.
- Total Aging Bal. (Total Aging Balance) : It is the sum of total patient and insurance aging balances combined.
- Rem. Cont. Amt. (Remaining Contracted Amount) : Remaining Contracted Amount is the amount yet to be received in payment plans.
- Patient Unapplied: It is the Patient's unapplied credits.
- Net Balance: The total balance minus the patient's unapplied credits.
Customize Ledger View
Sort the ledger views based on the date range filter and customized view.
1. Date Range Filter
With the date range filter, you can sort the ledger grid by transaction date. Perform the steps given below.
- Select the intended Transaction Date from the drop-down menu.
- You can sort the ledger by Today, Past Week, Past Month, Past Year, or All of them.
- For a custom date range, select Custom from the drop-down menu .
- Select the Start and End dates.
2. Customized View
The customized view helps you to arrange the items and choose only the required information on the ledger table and transactions list according to your practice's preferences.
For example, if you do not want to see the aging buckets on the ledger:
- Click Customize.
- Uncheck Aging Buckets.
- Click Save & Apply to see the change.
Practices can use this simple guide to learn all about ledger views, informative items, and actions that you can perform on the ledger effectively!