The Account Ledger Report allows you to provide patients with a document that shows the information they need to submit for FSA or HSA accounts. There are multiple ways to access the report:
- Click the Reports icon on the menu and go to Daily Reports | Account Ledgers
- In the Mega Search box, enter the report name
- Go to the Patient Information menu and choose Account Ledgers Report
If you use either of the first two methods you'll need to search for the patient in the report criteria




