4.6 Print Account Ledger (Super-Bills)

The Print Account Ledger provides a detailed accounting for all transactions on a patients' account. It can be used as a Super Bill to be provided to patients, and/or attorneys on Personal Injury cases.

Go To: BILLING > PATIENT ACCOUNTING

TO GENERATE AN ACCOUNT LEDGER:

1. Select the individual charges you'd like to include by clicking on the check-boxes for each visit/transaction (Clicking the top check box on the header will 'Select All')
2. Select Action: Choose 'Print Account Ledger'
   • You have the option to click on 'Show All' (which will include all transaction details for payments, adjustments etc…), or 'Charges Only' if you wish to only have charges appear with no other transaction details.
3. A pop-up window will display with the Account Ledger & you can click on the Print tab to print the ledger.

You have the ability to add notes to individual DOS/Encounter's that will also appear on your Account Ledger.

To Add Notes:

1. On an individual DOS/Encounter click the 'Select' drop-down (on left) & choose 'Edit to add Notes only'
   • A pop-up window will display & you can add a general note under Visit Notes, or under CPT Notes choose a specific CPT Code from the drop-down & enter a note that will appear on that specific code/line item & Save.

These notes will now appear when generating a Print Account Ledger.