A ledger is a summary of all financial transactions related to the patient. To review a patient ledger from the scheduler, follow the below-given steps.

1. Select Scheduler module from the main menu. The Appointment Scheduler screen will open up, as shown in Image 1.

Image 1

2. Click on the patient appointment whose ledger is to be viewed and select the icon (highlighted in Image 2).

Image 2

3. If the patient’s appointment is not visible in the scheduler, search for the appointment by clicking on icon and click on Search Appointment from the drop-down. In the screen that opens, provide either patient name, legal entity, provider, or DOS, and click on Search. A list of patients is displayed. Click on the desired patient. The schedule screen of the patient opens up. Click on link (highlighted in Image 3) to open the ledger.

Image 3

The Ledger gives a snapshot of the details of the Last Claim and also the Total Amounts, i.e. Billed, Paid by Patient, Paid by insurance, Adjustment, Refund, etc. It also provides a detailed view of patient aging and insurance aging. See Image 4.

Image 4