You can view the patient transaction ledger from either the Transactions panel of the Home page, or the Finance page of the patient folder. You can filter the ledger by the type of transaction to include, and view just the transactions for the selected account, or all accounts.
Patient Folder Home Page
Transactions panel. (See "Patient Home Page" for details about opening the patient's Home page and selecting the panel(s) to view. The process is slightly different, depending on whether Normal panel mode or Single Expanded panel mode is enabled in your Visual User Options.)
You can also view patient transactions by clicking Ledger from the Finance page of the patient folder. See "View Patient Finances" for details.
Expand / Collapse / Move the Panel - (Normal panel mode only: Single Expanded panel mode always shows panels expanded. See "Patient Home Page" for details.) You can expand, collapse, and move the information panel as needed. Some features of this panel only function when the panel is expanded.
Filter transactions - Click the panel heading or the Filter tab to drop down your viewing choices.
Transaction type to include - Select to include only a certain transaction type, such as receipts, or all transactions. The heading changes to indicate the type of transactions you are viewing.
Our example includes only receipts in the ledger.
The panel heading indicates that only receipts are included.
Display future charges - Enable this option to include contract charges scheduled for future dates. The panel heading indicates that you are viewing all transactions. Disable this option to view only charges with dates of today or in the past. The heading indicates that you are viewing all transactions on or before today's date.
Our example excludes future charges. The panel heading indicates only transactions on or before today are included.
Contracts to include - Enable this option to include all transactions from all accounts for this phase. Disable this option to include only the transactions for the selected account. The heading indicates whether the transactions are from combined contracts, or a single contract.
Our example shows only the selected account.
The panel heading includes the name of that individual account. Otherwise, it would indicate we are viewing all patient contracts.
Group adjustments - Enable this option to group any receipt adjustment you make with its original receipt transaction. When this option is disabled, transactions are sorted individually by posting date, or by whatever column you choose, which can make identifying adjustments and their paired transaction more difficult.
Sort transactions - (Finances page only.) When viewing the transaction ledger from the Finances page of the patient folder, you can click a column heading to sort transactions by that parameter. Click the same column heading to reverse the sort order.
Show / hide columns - Right-click any column heading, then click a heading name to show / hide that column on your ledger.
Manage transactions - Right-click the transaction to work with, and select the action to take. When viewing the ledger from the patient's Home page, you must first expand the Transactions panel, then right-click the transaction.
Adjust miscellaneous charge - Right-click a miscellaneous charge, and select Adjust. Then enter the amount and reason for the change. Note that you cannot change contract charges in this manner. See "Post Charge Adjustments" for details.
Adjust receipt - Right-click a receipt, and select Adjust. Then select the reason for the change, and other details. Note that you cannot issue refunds from the patient's transaction ledger. See "Adjust Receipts" for details.
Exclude From Deposit Slip - (Uncommon.) You can right-click a receipt in the patient's transaction ledger, and select Exclude From Deposit Slip. The receipt will still be applied to the patient account, and included in the Receipts section of your Transaction report (flagged with an asterisk ( * ), but it will not be counted as part of your deposits for the day. You might use this feature, for example, if you are re-entering a payment after making a correction, and the payment amount had already appeared on a deposit slip,
Edit note - Right-click any transaction, then select Edit note. You can then review and enter further details about the transaction. The notes can optionally appear on the patient's Financial History form. (See "Financial History" for details.)
Audit transaction - Right-click any transaction and select Audit.Then review details about when and who posted the transaction. (You can also audit the last-posted transaction directly from the Post Transactions window.)
Generate receipt of payment - Right-click a payment, and select Receipt. See "Receipt of Payment" for details.
Adjust Columns You can adjust both the width and location of the columns in the window. All columns return to the defaults when you exit and re-enter.
Print receipt of payment - You can optionally print a receipt immediately after posting a payment. See "Post Payments" for details.
Print adjustment audit - Run an Adjustment Audit report to review receipt adjustments, miscellaneous charge adjustments, treatment fee adjustments, and receipts you have flagged as excluded from your deposit slip (by right-clicking the transaction in the patient's ledger), for any range of dates or Transaction reports. See "Adjustment Audit Report" for details.
Open ledger from post transaction window - Click the responsible party name in the Post Transaction window to open the patient's Finance page to the ledger details. You may need to drag the Post Transaction window to another location on your screen, or minimize it to your task bar in order to view the transactions.
Excluded from Deposit Slip Workflow Trigger - Use the Transaction Excluded from Deposit Slip workflow trigger to activate a workflow whenever you flag a ledger receipt with Exclude From Deposit Slip. (Note that receipt adjustments and refunds are always excluded from the deposit slip, and do not trigger this workflow.)
Contract Paid in Full - Use the Contract Pain in Full trigger to activate a workflow whenever a receipt transaction results in paying off the patient's contract.
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