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Print Account Ledger (Super-Bills)
 
The Print Account Ledger provides a detailed accounting account for all transactions on a patients' account. It can be used as a Super Bill Superbill to be provided to patients, and/or attorneys on Personal Injury cases.
Go To: BILLING > PATIENT ACCOUNTING> PATIENT ACCOUNTS
TO GENERATE AN ACCOUNT LEDGER:

1. Click on the Bulk Action Drop Down

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1. and select Preview Account Ledger

2. Select

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1. visits

2. Optional: Choose Show All or Charges Only

3. Click on

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1. Preview Account Ledger

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Click Confirm

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

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Click Done

You have the ability to add notes to individual DOS/Encounter's that will also appear on your Account Ledger.
To Add Notes (Optional):

1. Click on Add/Edit Note

2. Enter in text up to 250 Characters

3. Click the check box

4. The note will now appear at the bottom of the ledger.

5. Continuing print/emailing ledger

6. Click done

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1. Optional: Add a note

2. Print or email Ledger and click done

   1. To email a Ledger, the patient must have the last 4 digits of their social security number saved to their demographics.

Note: If you need to show more dates than the last 30 transactions, 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

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