Printing Patient Ledger Reports

A Patient Ledger Report is very similar to a Family Ledger Report. However, instead of printing procedures for all family members, it prints procedures for the selected patient only. If you want, you can include guarantor payments and adjustments.

To print the Patient Ledger Report

1.   With a patient selected in the Ledger, click Print, and then click Patient Ledger.

The Patient Ledger Report dialog box appears.

2.   In the First Transaction Date box, specify the date of the first transaction you want included in the report.

All transactions posted after the entered date will be included on the report.

3.   Select from the following options to include in the report:

·        Show Family Balance - Select to print the balance for the entire family as well as the patient’s balance.

·        Include Guar Payments/Adjustments - By default, the Patient Ledger Report only shows charges and insurance payments for the patient. To include guarantor payments and adjustments, select this option.

·        List Individual Patient Balances of Family - Select to print family members’ individual balances on the report.

4.   Click Print to print the report now, or click Send to Batch to store the report in the Batch Processor.

Note: To print the Patient Ledger Report for a range of patients, see Ledger Reports.