HealthCORE

Account Ledger Report

Updated on

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:

  1. Click the Reports icon on the menu and go to Daily Reports | Account Ledgers
  2. In the Mega Search box, enter the report name
  3. 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