How to Generate Ledger?

Patient > Billing> Ledger

Users can generate the ‘Ledger’ by using one of the following options in the ‘Date’ dropdown:

Select the date type, enter the date range and click the search icon to pull the results.

Users can choose to view all charges or unpaid charges by enabling the following checkboxes:

Users can also choose to view billing information such as;

Enabling or disabling the checkboxes updates the results.

To print, click ‘Print’ button.

The ledger is color coded for ease of readability as following:

Red: Charge creation

White: Claim generation

Green: Payment posting

To view a charge, click ‘Date of Service’.