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3.6 Account Ledger (Superbills)

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 Preview Account Ledger

  5. Optional: Add a note

  6. 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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