The Patient Ledger is where you will find all charges, payments and billing history for your patient. You can access the Patient Ledger from within the Edit Information button or directly off the Patient Menu.
The Patient Ledger consists of several tabs all of which default to the Last 30 Days of transactions which you can change by clicking on the drop down arrow.
Charges Tab
Any Charge that has been processed via manual or charge entry will appear in the Charges tab. The details regarding the charge is displayed using the column headers you see below.
On the bottom of the Charges Tab you will see a summary of the charges appearing within the date range selected
The alternating blue and white color is just to help you distinguish between different dates of service
Each Charge that is entered will have a blue flag. Clicking on the blue flag will give you a list of functions. The functions listed can vary depending on the status of the charge and / or permissions for the user.
- Red Dot: You can place the Charge on Hold (currently off hold) or Green Dot: Take Charge off Hold (currently on hold)
- Edit Charge: Clicking the Edit Charge shows the details of the charge where you have the ability to change anything that is not showing greyed out or in yellow
- Patient receipt:
- Print Invoice:
- Unapply Patient Payment: You can remove the patient payment from the Charge. You will receive a popup window confirming this function.
- Enter Patient Adjustment: If your user has access to the Adjustment you can do that from the flag.
- Write off Balance: If your user has permissions to Write off Balances you can do that from the flag.
- Void: As long as a charge has not been billed, either via HCFA or Electronically you can void a charge if needed.
- Create HCFA: You can preview the HCFA from the flag.
- Go to Carrier: This will bring you to the details of the carrier that is attached to the charge.
- View in Carrier Ledger:
- Enter Memo: You can enter and Save the Memo which will show up under the View History.
- View History: This tells you specifics of the charge from when it was created, when billed, when a payment was made, if status was changed, when a statement was ran and printed with the Date and the User.
Anything that is changed within the Charge Review will not appear in the View History.
On the charges tab when you click the plus sign next to the blue charge flag it will expand to show you any payments that have been applied to that charge.
A payment is anything that is applied and makes the balance less. This would include patient payments, carrier payments or any write offs or adjustments.
Patient Payment
Primary Payment
- Carrier Refund - Enter the Refund Amount and the Reason and choose Finished.
- Go to Insurance Check - Will open the Check with the DOS the Primary Payment was applied to.
- View Charge History - brings up all that has happened with the Charge
- Go to Payment - Will bring up the payment posted which is found under the Payment Tab.
