The Patient Ledger Report is very similar to the Family Ledger Report, however, instead of including transactions for all family members, it includes transactions only for one patient.
|
Why: |
To provide a patient with a record of his/her transactions |
When: |
As needed |
Notes:
You can generate the Patient's Ledger Report for multiple patients from Office Manager.
Generating the Patient Ledger Report from Ledger requires the "Batch Processor, Print/Display Reports" security right (if printing the report).
To print the Patient Ledger Report for one patient from Ledger
With a patient selected in Ledger, on the Print menu, click Patient Ledger.
The Patient Ledger Report dialog box appears.
By default, today's date is entered in the First Transaction Date box, but you can enter a different date (in a mm/dd/yyyy format). The report will include all transactions that were posted on or after the specified date.
Note: Dentrix Enterprise automatically adds slashes to dates when you enter six or eight numbers (mmddyy or mmddyyyy) and then press the Tab key.
Do one of the following:
To send the report to the Batch Processor, click Send to batch.
To send the report to the default printer for Office Manager, do the following:
Click Print.
If applicable, do one of the following:
If the Password - Batch Processor, Print/Display Reports dialog box appears, user verification has been assigned to the "Batch Processor, Print/Display Reports" task. Do one of the following:
If your user account has been granted the "Batch Processor, Print/Display Reports" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Batch Processor, Print/Display Reports" security right, have a user with permission temporarily override this restriction so you can print the report this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Batch Processor, Print/Display Reports" security right. To have a user with permission temporarily override this restriction so you can print the report this one time, do the following:
On the message, click Yes.
In the Password - Batch Processor, Print/Display Reports dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
Important information this report provides
Transaction History - All financial transactions that were posted for the patient since the specified first transaction date.
Patient Total Balance - The patient balance as of the current date.
