How to Access the Patient Ledger and View Invoice Details For Self-Pay and Insurance
The Patient Ledger can be accessed from two locations on the Patient tab: (1) the Summary tab > Invoices section and clicking the Ledger link; (2) from the Ledger tab on the left hand sidebar.
1. From the Patients Tab > Ledger Tab
1.1. From the Patients Tab > Summary > Scroll to Invoices Tile > Click Ledger
2. Quick Glance Totals
At a quick glance view the Patient Credit, Insurance Balance and Patient Balance. Also, Open, Posted and Total Balance.
2.1. Use the buttons at the top of the details to view different sections of the Ledger
2.2. Click the checkboxes to display all responsible party linked patients and decide to include zero balances
3. Click the (+) plus sign or click anywhere on the row to display Invoice items and Transactions
You can also choose to Expand all invoice lines
Note: Click the row a second time to collapse
