Account Ledgers

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The Account Ledgers will produce a listing that is in the Adobe Portable Document format (PDF). This report contains at least one page per account, and is often quite large.  As a result, it can take several hours to render a PDF and it is too large to download into the Task Viewer like other reports.

 

•MedSuite recommends that when you request Account Ledgers to be printed, you schedule the Task for off-hours.
•When you have requested Account Ledgers, notify MedSuite support so that the output can be placed onto the MedSuite File Transfer Protocol (FTP) Server so that you can download the PDF via FTP.

 

 

Task Name

Task Name displayed in the Task Viewer

 

Ledger Format

Select the format of Ledgers to Print:

Full Account Activity

•Demographics
•Charges
•Payments
•Adjustments
•Comments / Notes

Demographics Only

•Demographics

 

Include

Select what should be included:

•All Accounts
•Accounts with a balance
•Accounts with a zero balance

 

Use Account Range (Last Name)

This option is useful when working with a large number of accounts. You may select a range of accounts by patient last name, for example A through C, to break the report into more manageable sections.

Cube Data

Indicates if report results should be output to a data cube

 

Generate Standard Report

Indicates if report results should be output to a formatted report

 

Run Now

Indicates in the report should be run immediately

 

Schedule

Indicates that the report should be scheduled to run at a future time

 

Schedule Task

Invokes the Task Schedule Wizard to guide the user through setting the report run date(s) and time(s)