{"id":908,"date":"2020-01-28T23:58:59","date_gmt":"2020-01-28T23:58:59","guid":{"rendered":"https:\/\/paydc.com\/paydcsupport\/?page_id=908"},"modified":"2020-05-06T20:47:26","modified_gmt":"2020-05-06T20:47:26","slug":"patient-ledger","status":"publish","type":"page","link":"https:\/\/paydc.com\/paydcsupport\/billing\/posting\/patient-ledger\/","title":{"rendered":"Patient Ledger"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]Here you can see all activities that have been recorded on a patient\u2019s account including procedures and payments.<\/p>\n<p><strong>Filter Search<\/strong><\/p>\n<p><strong>Patient<\/strong><\/p>\n<ul>\n<li>From and To Date: The default is six months. However, you can change the From Date.<\/li>\n<li>View Demographics: This field will take you to the Patient Demographics area.<\/li>\n<li>Search: This field will display the patient and date range you selected.<\/li>\n<li>Payer Information: This field will inform you whether the patient has insurance. It will indicate their primary and secondary carrier.<\/li>\n<\/ul>\n<p><strong>Payment Summary<\/strong><\/p>\n<p><strong>Total Charges<\/strong><\/p>\n<p><strong>Patient Payments<\/strong><\/p>\n<p><strong>Applied Amount- Patient<\/strong><\/p>\n<p><strong>Refunded Amount<\/strong><\/p>\n<p><strong>Patient Balance<\/strong><\/p>\n<p><strong>Insurance Applied<\/strong><\/p>\n<p><strong>Insurance Balance<\/strong><\/p>\n<p><strong>Ledger View<\/strong><\/p>\n<ul>\n<li><strong>Detailed Ledger:<\/strong> Contains a breakdown of every action as a line item.<\/li>\n<li><strong>Basic Ledger<\/strong>: An overview of the date of service and billing activities.<\/li>\n<li><strong>Internal Notes:<\/strong> Opens the internal notes in the patient\u2019s demographics.<\/li>\n<li><strong>Print Ledger:<\/strong> Enables you to print the patient\u2019s ledger (detailed or basic view).<\/li>\n<\/ul>\n<p><strong>Print Detailed Statement:<\/strong> Contains patient statements with DX codes and payment details. Use this primarily as a detailed receipt for the patient.<\/p>\n<p><strong>Red X on the Right of Ledger:<\/strong> Allows you to remove payments for the date of service and procedure. It allows you to mark claims as \u201ccomplete\u201d or \u201cincomplete\u201d.<\/p>\n<p><strong>Detailed Ledger: <\/strong>The Detailed Ledger breaks down each activity into a row on the ledger.<\/p>\n<p><strong>Claim Number<\/strong><\/p>\n<ul>\n<li>Each date of service is assigned a claim number when a claim is generated.<\/li>\n<li>All activities associated with that claim will receive the same claim number.<\/li>\n<li>You can click the claim number to access different patients contained in the system.<\/li>\n<li>Clicking on the claim number of a service line takes you to the claim.<\/li>\n<li>Clicking on the claim number on a payment line takes you to the posting screen.<\/li>\n<\/ul>\n<p><strong>Status<\/strong><\/p>\n<ul>\n<li><strong>Status<\/strong> shows you where the claim is located.<\/li>\n<li><strong>Generated:<\/strong> Indicates that the claim sits in the Primary-Generated or Secondary-Generated bucket.<\/li>\n<li><strong>On Hold:<\/strong> Indicates that the claim sits in the Primary On-Hold or Secondary On-Hold bucket.<\/li>\n<li><strong>Primary:<\/strong> Indicates that the claim sits in the Submitted Primary bucket.<\/li>\n<li><strong>Secondary:<\/strong> In the Submitted Secondary bucket.<\/li>\n<li><strong>Rejected By Clearing House:<\/strong> Indicates that the claim sits in the Rebill bucket of Primary or Secondary bucket.<\/li>\n<li><strong>Completed:<\/strong> Indicates that the claim sits in the Primary-Completed or Secondary-Completed bucket.<\/li>\n<li><strong>Self-Pay:<\/strong> Indicates that the claim sits in the Self-pay bucket.<\/li>\n<\/ul>\n<p><strong>Date<\/strong><\/p>\n<ul>\n<li>Indicates the date of service as well as the date the activities were conducted.<\/li>\n<li>Activities Dates are listed under the date of service.<\/li>\n<\/ul>\n<p><strong>Codes<\/strong><\/p>\n<ul>\n<li>This field shows which codes are being billed.<\/li>\n<li>Code the activity was applied to.<\/li>\n<\/ul>\n<p><strong>Description<\/strong><\/p>\n<p>The actions that were performed on that date of service.<\/p>\n<ul>\n<li><strong>PRI_INSPAY:<\/strong> Primary insurance payment<\/li>\n<li><strong>PRI_INSPAYADJ:<\/strong> Primary insurance adjustment (write-off)<\/li>\n<li><strong>SEC_INSPAY:<\/strong> Secondary insurance payment<\/li>\n<li><strong>SEC_INSPAYADJ:<\/strong> Secondary insurance adjustment (write-off)<\/li>\n<li><strong>PTPAYCOPAY_APPLIED:<\/strong> Patient payment (COPAY)<\/li>\n<li><strong>PTPAYCOINS_APPLIED:<\/strong> Patient payment (CO-INSURANCE)<\/li>\n<li><strong>PTPAYDED_APPLIED:<\/strong> Patient payment (DEDUCTIBLE)<\/li>\n<li><strong>PTPAYADJ_APPLIED:<\/strong> Patient adjustment (write-off)<\/li>\n<\/ul>\n<p>On the activity lines, you will see payment details<\/p>\n<ul>\n<li><strong>Payer and Check Number<\/strong><\/li>\n<li><strong>Amount:<\/strong> The charged amount<\/li>\n<li><strong>Line Due:<\/strong> Amount due.<\/li>\n<li><strong>Bal Cash:<\/strong> Patient balance<\/li>\n<li><strong>Bal Ins:<\/strong> Insurance balance<\/li>\n<\/ul>\n<p>COLOR CODING ON THE DETAILED LEDGER<\/p>\n<p>WHITE DOS and PROCEDURE with a Balance: Will turn GRAY when line is zeroed out<\/p>\n<p><strong>GREEN:<\/strong> Insurance payment<\/p>\n<p><strong>PINK:<\/strong> Insurance adjustment<\/p>\n<p><strong>WHITE:<\/strong> Transfer to patient<\/p>\n<p><strong>White- PTPAY:<\/strong> Patient payment<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Basic Ledger<\/strong><\/p>\n<p>Contains an overview of the activities on a patient\u2019s account.<\/p>\n<p>The ledger provides you with an easy way to view a patient\u2019s billing account.<\/p>\n<ul>\n<li><strong>Claim #:<\/strong> The number assigned to the claim when it was generated.<\/li>\n<li><strong>Service Date:<\/strong> The date the procedure was delivered.<\/li>\n<li><strong>Code:<\/strong> The procedure billed for that date.<\/li>\n<li><strong>Charged Amt:<\/strong> The amount billed for the procedure.<\/li>\n<li><strong>Ins Applied:<\/strong> The amount the insurance paid and was applied.<\/li>\n<li><strong>InsAdj:<\/strong> The amount adjusted when applying the insurance payment.<\/li>\n<li><strong>Patient Applied:<\/strong> The dollar amount of patient payments that were applied.<\/li>\n<li><strong>Patient Adj:<\/strong> The amount adjusted when applying the patient payment.<\/li>\n<li>Admin Disc Indicates whether any administrative discounts were given and applied on the Patient Posting screen.<\/li>\n<li><strong>Hardship Disc<\/strong>: Indicates whether any hardship discounts were given and applied on the Patient Posting screen.<\/li>\n<li><strong>Ins Bal:<\/strong> The insurance balance on the procedure for that date of service.<\/li>\n<li><strong>Patient Bal:<\/strong> The patient balance on the procedure for that date of service.<\/li>\n<\/ul>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text]Here you can see all activities that have been recorded on a patient\u2019s account including procedures and payments. Filter Search Patient From and To Date: The<span class=\"excerpt-hellip\"> [\u2026]<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":896,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-908","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/pages\/908","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/comments?post=908"}],"version-history":[{"count":3,"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/pages\/908\/revisions"}],"predecessor-version":[{"id":1286,"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/pages\/908\/revisions\/1286"}],"up":[{"embeddable":true,"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/pages\/896"}],"wp:attachment":[{"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/media?parent=908"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}