Here you can see all activities that have been recorded on a patient’s account including procedures and payments.

Filter Search

Patient

  • From and To Date: The default is six months. However, you can change the From Date.
  • View Demographics: This field will take you to the Patient Demographics area.
  • Search: This field will display the patient and date range you selected.
  • Payer Information: This field will inform you whether the patient has insurance. It will indicate their primary and secondary carrier.

Payment Summary

Total Charges

Patient Payments

Applied Amount- Patient

Refunded Amount

Patient Balance

Insurance Applied

Insurance Balance

Ledger View

  • Detailed Ledger: Contains a breakdown of every action as a line item.
  • Basic Ledger: An overview of the date of service and billing activities.
  • Internal Notes: Opens the internal notes in the patient’s demographics.
  • Print Ledger: Enables you to print the patient’s ledger (detailed or basic view).

Print Detailed Statement: Contains patient statements with DX codes and payment details. Use this primarily as a detailed receipt for the patient.

Red X on the Right of Ledger: Allows you to remove payments for the date of service and procedure. It allows you to mark claims as “complete” or “incomplete”.

Detailed Ledger: The Detailed Ledger breaks down each activity into a row on the ledger.

Claim Number

  • Each date of service is assigned a claim number when a claim is generated.
  • All activities associated with that claim will receive the same claim number.
  • You can click the claim number to access different patients contained in the system.
  • Clicking on the claim number of a service line takes you to the claim.
  • Clicking on the claim number on a payment line takes you to the posting screen.

Status

  • Status shows you where the claim is located.
  • Generated: Indicates that the claim sits in the Primary-Generated or Secondary-Generated bucket.
  • On Hold: Indicates that the claim sits in the Primary On-Hold or Secondary On-Hold bucket.
  • Primary: Indicates that the claim sits in the Submitted Primary bucket.
  • Secondary: In the Submitted Secondary bucket.
  • Rejected By Clearing House: Indicates that the claim sits in the Rebill bucket of Primary or Secondary bucket.
  • Completed: Indicates that the claim sits in the Primary-Completed or Secondary-Completed bucket.
  • Self-Pay: Indicates that the claim sits in the Self-pay bucket.

Date

  • Indicates the date of service as well as the date the activities were conducted.
  • Activities Dates are listed under the date of service.

Codes

  • This field shows which codes are being billed.
  • Code the activity was applied to.

Description

The actions that were performed on that date of service.

  • PRI_INSPAY: Primary insurance payment
  • PRI_INSPAYADJ: Primary insurance adjustment (write-off)
  • SEC_INSPAY: Secondary insurance payment
  • SEC_INSPAYADJ: Secondary insurance adjustment (write-off)
  • PTPAYCOPAY_APPLIED: Patient payment (COPAY)
  • PTPAYCOINS_APPLIED: Patient payment (CO-INSURANCE)
  • PTPAYDED_APPLIED: Patient payment (DEDUCTIBLE)
  • PTPAYADJ_APPLIED: Patient adjustment (write-off)

On the activity lines, you will see payment details

  • Payer and Check Number
  • Amount: The charged amount
  • Line Due: Amount due.
  • Bal Cash: Patient balance
  • Bal Ins: Insurance balance

COLOR CODING ON THE DETAILED LEDGER

WHITE DOS and PROCEDURE with a Balance: Will turn GRAY when line is zeroed out

GREEN: Insurance payment

PINK: Insurance adjustment

WHITE: Transfer to patient

White- PTPAY: Patient payment

 

Basic Ledger

Contains an overview of the activities on a patient’s account.

The ledger provides you with an easy way to view a patient’s billing account.

  • Claim #: The number assigned to the claim when it was generated.
  • Service Date: The date the procedure was delivered.
  • Code: The procedure billed for that date.
  • Charged Amt: The amount billed for the procedure.
  • Ins Applied: The amount the insurance paid and was applied.
  • InsAdj: The amount adjusted when applying the insurance payment.
  • Patient Applied: The dollar amount of patient payments that were applied.
  • Patient Adj: The amount adjusted when applying the patient payment.
  • Admin Disc Indicates whether any administrative discounts were given and applied on the Patient Posting screen.
  • Hardship Disc: Indicates whether any hardship discounts were given and applied on the Patient Posting screen.
  • Ins Bal: The insurance balance on the procedure for that date of service.
  • Patient Bal: The patient balance on the procedure for that date of service.