3.6 Account Ledger (Superbills)


 
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 Print Account Ledger

  5. Optional: Add a note

  6. Print Ledger and click done

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

Emailing Ledgers is not a current function but will be in a future update.