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Click on the Bulk Action Drop Down
Select Preview Account Ledger
Select a single visit, multiple visits, or all visitsvisits you would like to appear
Optional: Choose Show All or Charges Only
Click on Print Account Ledger Click Confirm
Optional: Add a note
Email or Print Ledger. You can email to the email on file or add in a different email.
Click Done
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You have the ability to add notes to individual DOS/Encounter's that will also appear on your Account Ledger.
To Add Notes (Optional):
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Click on Add/Edit Note
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Enter in text up to 250 Characters
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Click the check box
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The note will now appear at the bottom of the ledger.
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Continuing print/emailing ledger