The Family Ledger Report displays transactions (charges, payments, and adjustments) that have been posted for each family on the report. Depending on report settings, the current balance of each patient in a family also appears on the report.
|
Why: |
To provide families with a record of their transactions |
When: |
As needed |
Note: Generating a report in Office Manager requires the "Reports" security right. Viewing or printing a report in the Batch Processor requires the "Batch Processor, Print/Display Reports" security right.
To generate the Family Ledger Report
In Office Manager, on the Reports menu, point to Ledger, and then click Family Ledger.
Notes:
Whether the ledger reports appear on the menu or not is determined by a setting.
Also, this option is available only if your user account has been granted the "Reports" security right.
The Family Ledger Report dialog box appears.
Set up the following options:
Report Date - By default, today's date appears in the box, but you can enter a different date. The specified date appears at the top of the report.
Select Guarantor - The guarantors of the accounts to include on the report. To specify the guarantors, do one of the following:
To include all guarantors, leave <ALL> entered for both From and To.
To include a specific range of guarantors, enter or select the starting guarantor (alphabetically by last name) of the range for From and the ending guarantor of the range for To.
To include a specific guarantor, enter or select the same guarantor for From and To.
To include an open-ended range of guarantors, enter or select a guarantor for either From or To, and leave <ALL> entered for the other option.
To select a guarantor for From or To, do the following:
Click the corresponding search button
.
The Select Patient dialog box appears.
In the Enter Last Name box, enter the last name of a guarantor.
Note: For information about all the search options that are available in the Select Patient dialog box, refer to the topic about selecting a patient.
Do one of the following:
Double-click the correct guarantor in the list of results.
Select the correct guarantor in the list of results, and then click OK.
Select Provider - The preferred providers (Prov1 in Family File) of patients on accounts to include on the report. To specify the providers, do one of the following:
To include all providers, leave <ALL> entered for both From and To.
To include a specific range of providers, enter or select the starting provider (numerically by ID) of the range for From and the ending provider of the range for To.
To include a specific provider, enter or select the same provider for From and To.
To include an open-ended range of providers, enter or select a provider for either From or To, and leave <ALL> entered for the other option.
To select a provider for From or To, do the following:
Click the corresponding search button
.
The Select Provider dialog box appears.
Either leave the ID and Last Name boxes empty to get a list of all providers, or enter all or part of a provider's ID or last name in the ID or Last Name box, respectively, to search for a provider.
Under Search By, select one of the following options: This Clinic, to search for the provider in the clinic that you are currently logged in to; All Clinics, to search for the provider in all clinics; or My Clinics, to search for the provider in the clinics to which you have been granted the "My Clinics, Select Provider " security right.
Notes:
The All Clinics option is available only if your user account has been granted the "View All Providers" security right for the Central clinic and if your user account has not been granted the "My Clinics, Select Provider" security right for the clinic that you are currently logged in to.
The My Clinics option is available only if your user account has been granted the "My Clinics, Select Provider" security right for at least one clinic and if your user account has not been granted the "View All Providers" security right for the Central clinic.
Either select the All Providers option to include providers who are associated with clinics (and who have a Log On User ID), or select the In ApptBook option to include providers who have been set up in Appointment Book.
Click
the search button .
The matching primary and secondary providers appear in the list.
Select the correct provider.
Click OK.
Select Billing Type - The billing types of accounts to include on the report. To specify billing types, do one of the following:
To include all billing types, leave <ALL> selected for both From and To.
To include a specific range of billing types, select the starting billing type (numerically by ID) of the range for From and the ending billing type of the range for To.
To include a specific billing type, select the same billing type for From and To.
To include an open-ended range of billing types, select a billing type for either From or To, and leave <ALL> selected for the other option.
To select a billing type for From or To, do the following:
Click the corresponding search button
.
The Select Billing Type dialog box appears.
In the list, select the correct billing type.
Click OK.
First Transaction Date - Only transactions that were posted on or after the specified date appear on the report. All transactions that were posted before the first transaction date are included in the "Balance Forward" amount, which is the first entry in the transaction list on the report. By default, a date one month in the past appears in the box, but you can enter a different date
Print Condensed Report - With this checkbox selected, a condensed format is used for the report, which allows more than one family ledger to be printed on a single page. With this checkbox clear, each family ledger appears on a separate page.
Click OK to send the report to the Batch Processor.
Preview and then print the report, or print the report without previewing it.
Important information this report provides
For each family on the report, the following information appears:
Transaction History - The financial transactions that were posted for all members of the family since the specified first transaction date.
Note: Items in history (in closed out months) are each labeled with an asterisk (*). Items that were entered after a closed out month but backdated into history are labeled with a caret (^).
Family Totals - Year-to-date totals for the family.
