Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Click on the Bulk Action Drop Down Select and select Preview Account Ledger

  2. Select visits you would like to appear

  3. Optional: Choose Show All or Charges Only

  4. Click on Print Account Ledger

  5. Optional: Add a note

  6. Email or Print Ledger . You can email to the email on file or add in a different email.

  7. Click Done

...

  1. and click done

Note: If you need to show more dates than the last 30 days, go up to the filter table> Click on Custom Range> Remove the “From Date”> Click apply filter. You can also change your view to View All so archived charges show too.

For more information on generating receipts or ledgers see Patient Receipts