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The Account Ledger provides a detailed account for all transactions on a patients' account. It can be used as a 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 and select Preview Account Ledger

2. Select visits

3. Optional: Choose Show All or Charges Only

4. Click on

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1. Preview Account Ledger

2. Optional: Add a note

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1. Print or

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1. 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.

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