Print Patient Ledgers

You can print a ledger of each patient's account. The ledger includes information about the charges and payments for each case for each patient.

To create a patient ledger:

  1. From the Print menu, select Ledger. A dialog box displays.

  1. Fill in the fields in the dialog box based on which patient's ledger you wish to print. To easily view a patient's history without entering a date range, check the All Dates check box.
  2. To include a breakdown of payment information per CPT Code, select the Include Procedure Detail checkbox.
  3. Click Preview to view the report in a preview window, or click Print to print the report.

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