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The Ledger is accessed via the standard patient and account search routines and consists of several different "views" of the data on file for a patient or an account. These different views are displayed in the different tabs, and operate in a "context" mode. Certain options are available from some views but not in others. Where applicable, these options are identified. The views in the different tabs are:
Charge/Payment View
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Presents Visit and Payment information in a "drill-down" metaphor from Visit to Charges to Payment Distributions on each Charge.
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Activity View
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Presents Visit, Claim, and Payment information as well as billing information and memos, sequenced in Posted Date Order.
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Billing View
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Presents Billing information by Patient by Billing item (Claim and/or Statement).
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Memo
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Presents Patient Memos. New Memos may be added.
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Followup History
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Presents Followup History by Account and/or Claim in date/time sequence.
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Conversion Ledgers
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Presents print image of ledgers from legacy system in a scrollable field.
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Change History
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Presents messages recording changes of important information on an account such as changes in Account Class, Account Type, Suspend, Return Mail, Visit edits, demographic changes (edits and inserts) etc.
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Access History
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Presents a record of user access on this patient in date/time sequence.
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Imaging
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Presents a "tree" list of images indexed to the patient.
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Options
Clicking the options button or right-clicking a row in the grid causes a pop up menu to be presented that provides different functionality depending on the "current" view. Some options are available on certain views/ledger tabs, while other options are not. Some options are available depending on whether the currently selected row in the ledger view is a visit, charge, payment, adjustment, claim, statement, or form letter. See the link to the specific function for more information about that function.
Function
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Chrg/
Pymnt
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Activity
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Billing
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Memo
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Follow
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Conv
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Chng Hist
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Description
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Expand All
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Y
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Y
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Y
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Y
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Expand All drill-down groups
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Collapse All
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Y
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Y
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Y
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Y
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Collapse All drill-down groups
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Jump to Visit
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1
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1
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Jump to Visit Entry for the selected Visit
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Jump to Payment
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2
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2
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Jump to Payment Entry for the selected Payment
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Jump to Account Billing
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Y
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Y
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Jump to the Account Holder's Billing Tab of the demographics.
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View Charge
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1
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1
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View the selected charge
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View Claim
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3
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3
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View the selected claim. Claim may then be printed immediately.
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Batch Reprint
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3
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Reprint the claim in the next production run.
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Followup Action
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3, 4
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Enter a Followup Action against the Claim or Statement.
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Refile
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3
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Refile the claim in the next production run.
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Release Unposted
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3
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Release the claim for the next production run
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Remove from Collection
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1
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Removes a Visit from Collections that has already been turned-over
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View Bill
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4
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4
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View the selected patient statement.
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Request Statement
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Y
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Y
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Y
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Request a special statement via the Close-Out
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Demand Statement
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6
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6
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6
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Print a Demand Statement
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ResetBillingwindow
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Y
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Y
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Reset the insurance level of a Visit and restart the billing at that insurance level
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Restart Self Billing
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Y
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Restart Self-Pay Billing on the Billing View
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Reverse
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1
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1
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Reverse the selected Visit.
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Send Form Letter
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1
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1
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7
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Request that a Form Letter be created for processing, either immediately or in the next Closeout.
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View Form Letter
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5
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View a previously generated form letter
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Print Ledger View
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Y
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Y
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Y
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Prints the current Ledger View
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Print Ledger Report
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Y
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Y
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Y
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Prints a Report of account/patient detail for the selected ledger.
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Notes:
1 - Available option if a row representing a charge is selected
2 - Available option if a row representing a payment is selected
3 - Available option is a row representing a claim is selected
4 - Available option if a row representing a statement is selected
5 - Available option if a row representing a form letter is selected
6 - Demand Statements will print a Visit is selected from the Detail or Activity Views and will print the entire
account if selected from the Billing View.
7 - Certain edits take place when requesting a form letter so that a letter that contain merge fields that are visit or charge
based as division, provider, referring, procedure, date-of-service, etc. cannot be requested when a patient statement item is
selected. Patient Statements are not tied to a specific visit or charge. The edit occurs on a letter-by-letter basis. Claims
are, by definition, visit and charged based and do not have this problem.
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