The Ledger page contains individual line items for every completed procedure, insurance claim, payment, adjustment, finance charge, and late charge made on the account. It can quickly get confusing to look at, particularly when viewing the activity for all of a guarantor’s account members. Fortunately, your view of the ledger can be modified to reflect your needs and your workflow. This article is about knowing your options.

How to:

  1. In the ledger, all customization begins by clicking View to open a menu.

  1. Select your sort, view, and date range options, and click Done.

Sort by options

  • By date – List transactions in chronological order. This allows you to see every transaction in the order it happened, and you can sort by the Date column to put the oldest or the most recent transactions at the top of the list. With this view, however, you lose the insurance claim grouping.

  • By statement – Group transactions according to the date of service. Procedures, claims, adjustments, and payments associated with a certain date of service appear together. A feature of this view is that a running balance appears.

View Mode options

  • Patient view – List transactions only for the selected patient. The patient’s balance will not reflect the guarantor’s balance if the guarantor provides coverage for multiple patients. Note that when the patient is the guarantor, this view mode is not an available option—only the guarantor view can be used.
  • Guarantor view – List transactions for the patient, all patients who have the same guarantor as the patient, and the guarantor (if not the patient). Transactions for a given patient with the same date of service are grouped together.

Date range options

  • Since last “0” balance – List transactions since whatever date the account last had a zero (0.00) balance. Note that this option is available only when the Sort by option is By statement.
  • Date Range – List transactions only within a specified date range. This is handy when you need to limit the amount of data to look through.
  • All history – List all transactions for the entire history of the patient.

Additional Information

  • When viewing the ledger By statement, payments with asterisks (*) indicate that the amount is applied to multiple visits (or patients).
  • The By date option gives you the opportunity, if you select the checkbox, to include two additional columns, Applied Amount and Remaining Amount. For each procedure, the amount of any payments that have been applied to that procedure appears in the Applied column, and the difference between the amount charged and the applied amount appears in the Remaining

  • If you’re wondering what view you’re looking at, a title based on your selections always appears next to the View button.

  • A view is device-specific. The selected view will remain the same on a computer for all users until someone changes it. It will not follow your user login around to other computers.