Ledger Tabs

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 The views in the different tabs are:

 

Charge/Payment View

Presents Visit and Payment information in a "drill-down" metaphor from Visit to Charges to Payment Distributions on each Charge.

 

Activity View

Presents Visit, Claim, and Payment information as well as billing information and memos, sequenced in Posted Date Order.

 

Billing View

Presents Billing information by Patient by Billing item (Claim and/or Statement).

 

Memo

Presents Patient Memos.  New Memos may be added.

 

Aging

Presents aging of patient and insurance balances at 0-30 days, 31-60 days, 61-90 days and over 90 days.

Followup History

Presents Followup History by Account and/or Claim in date/time sequence.

 

Conversion Ledgers

Presents print image of ledgers from legacy system in a scrollable field.

 

Change History

Presents a log recording the changes of important information on an account such as changes in Account Class, Account Type, Suspend, Return Mail, etc.  In addition it tracks and logs the changes made to both patient and account demographics such as policy number, date of birth, or address changes.  The system also tracks and logs the changes to a charge when editing an already posted Visit, like on a diagnosis, date of service, ICD9 code, modifier, location etc.

 

Access History

Presents a record of Access History for when different functions in MedSuite are accessed such as opening a Patient or Account Ledger, opening an Account or Patient Demographic, opening a Visit, opening a Payment, opening the Follow-up Queue, opening the Collection Turnover queue, opening the Refund Manager and opening Imaging.

 

Imaging

Presents a "tree" list of images that have been indexed to the patient, the patients' visits, patients' payments, etc.

 

Buttons

 

Options

Displays a "pop-up" menu with all available Ledger Options, some of which are dependent upon the Tab that is displayed.  For example, a claim cannot be refiled from the Memo View.

Memo

A patient memo may be entered

Refresh

Refreshes the Ledger Data.  A function performed in a different tab such as adding a payment, will not be reflected in a already open Ledger until the Refresh button is pressed.

Open Demo

Depending on the "mode" of the Ledger, this button opens the Patient or Account Demographic tab-set.

Open Billing

Opens the Account Billing Tab for the Patient or Account.