Advanced Ledger Functions
Ledger Views
Transaction View:
This is the standard ledger view you’ll see out of the box where you’ll see each transaction that has occurred on the patient’s ledger listed out in chronological order, typically sorted by Transaction Date with the most recent transactions at the top of the list and the oldest transactions at the bottom of the list. It looks like this:
DOS View
This is a view that can be toggled on by clicking the Group by DOS/DOP toggle at the top of the transaction list in the ledger. It groups all transactions in the ledger by their date of service (or date of payment) and can greatly simplify the look of the ledger, especially if you’re attempting to investigate the source of a patient’s balance. When we turn it on for the above ledger, it looks like this:
Right-Click Functions
If you right click on different types of transactions in the ledger (Payments, Procedures, Adjustments) you’ll see different ways that you can interact with those transactions, such as Delete Code, Reverse Payment, Delete Payment, etc.
This can be especially helpful if you want to quickly adjust off one specific |
The following box will appear and you just need to enter the details of the adjustment you’d like to do, then click Apply.
Filtering the Ledger
Should you need to narrow down what transactions show inside of the ledger there is a way to filter out certain transactions to simplify the view.
Click on the “Filter By” drop down
Choose which types of transactions you’d like to filter on, such as Completed Codes and Patient Payments.
Don’t forget to scroll, there are more transaction types listed here than what you can initially see in the list.
Click Apply
Printing DOS Transactions
When grouping the ledger by DOS, you can click on the 3 dot icon on the right side of the DOS line to bring up a menu for Print DOS Transactions. This is extremely helpful for providing your patients with a summary of all work done on a specific day, (procedures completed, payments taken for that work, adjustments done for those procedures, etc.), especially if they’re asking for this on a different day. Also, if you’ve filtered the ledger as done in the steps above, those filters will carry over to what you print. So if you’ve filtered so you’re only seeing completed procedure codes and patient payments, that will be what prints out.