Viewing account information

The account information block of the Ledger window shows information about the patient's account used for billing.

The following information is included:

·        Billing Type - A brief description of the type of billing that will be used to cover payment, such as (1) Standard Billing - finance charges, or (3) Insurance Family - delay finance charges. (Billing Types are defined in the Office Manager.)

·        Last Payment - The amount and date of the last guarantor payment

·        Last Ins. Payment - The amount and date of the last insurance payment.

·        Last Statement Date - The last time a billing statement was printed for the account.

·        Outstanding Billed to Insurance - The total amount of all outstanding claims.

·        Expected from Dental Insurance - The estimated amount that insurance will pay on all outstanding dental claims.

·        Family Portion of Balance - The estimated amount the patient will owe after insurance has paid.