Ledger Report

Run a Ledger report to generate a list of detailed transactions posted to a patient's financial contract. The report can optionally combine all the patient's contracts, show or omit future scheduled transactions, and show or omit transaction notes. You can choose to sort the report in ascending or descending transaction date order.

Get Started

Choose Default Format - Use the Default Forms section of your Reports and Forms editor to select the default format to use for your forms. This is the format that will be used when you run the form from the Forms option of the Home or Patient ribbon bar. If you have purchased customized forms, you may choose your form as the default. See "Set Up Reports and Forms" for details.

Run This Form

1. Open the Report - You can open this feature in multiple ways: Use the method that's most convenient for you.

   Patient Folder - Finance page > View: Ledger > Quick Access toolbar > Print. The currently selected contract is selected as the report contract.

   

   Patient Ribbon Bar - Patient section > Forms > Ledger. (An Edge Cloud patient folder must be open for the Patient ribbon bar to be available.) If the patient has multiple contracts, you will need to select the contract to print for.

   

   Home Ribbon Bar - Tasks section > Forms > Ledger.

   

   Home Ribbon Bar - Reporting section > Reporting > Form > Ledger> Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Reports" for details.

   

2. Report Settings - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report. (If the report settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

   When you open a patient folder, then initiate this form from the Patient ribbon bar Forms icon, your Quick Reports settings take effect, and the form is immediately generated for the active patient. To use different settings, click the Slider icon at the upper left edge of the report to open the report settings window, if available, or edit the Quick Report settings. See "Quick Reports" for details.

   Contract - If you did not open the report with a patient active, use the Contract field to select the patient contract to work with. If you select a subgroup, as described below, this field is ignored.

   Transaction Filter - Select to include only a certain transaction type, such as receipts, or all transactions.

   Use Patient Office Address - Enable this option to use the address of the office assigned to the patient folder on the form. Otherwise, your main office address will be printed.

   Show/Include Future Transactions - You may enable / disable this option, choosing whether to include contract charges that have not yet fallen due.

   Combine All Patient Contracts - Enable this option to include all transactions from all accounts for this treatment 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.

   Show Transaction Notes - Enable this option to include transaction notes on the form. (See "Patient Finance Page" for details about adding / editing transaction notes.)

   Transaction Order - Choose to sort the transactions in descending (newest transaction first) or ascending (oldest transaction first) order.

3. Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included. See "Subgroup Editor" for details. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

4. View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options.

5. Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Use Report Results" for details.