...
Click on the Bulk Action Drop Down Select and select Preview Account Ledger
Select visits you would like to appear
Optional: Choose Show All or Charges Only
Click on Print Account Ledger
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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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