The Patient Ledger shows detailed payment information. Let's explore how to print a ledger.
- Search for the intended patient using the Global Search Bar.
- On the Patient Overview, click the Print quick link at the top.
- On the Print pop-up that appears, select the Ledger box and click Print.
Or,
- Search for the intended patient using the Global Search Bar.
- On the Patient Overview, hover over Billing > select Ledger.
- When the page loads, select the Print button on the right-hand side. You will be presented with two options.
- Print All Values: This option will print all values irrespective of customisations.
- Print Current Screen: Selecting this option will only print the ledger details visible on the ledger screen based on the user's ledger customisations, filtered by items selected and date range selected.
- To customise your screen, click on the Customise option to the left of Print.
- A slide-out will appear where you can create a customised view for your Ledger.
- Once changes are made, click on Apply.
You also have the option to filter the line items of the ledger using the Filter By option.
You also have the option to tailor the Ledger to your specific needs by entering your preferred Date Range into the Date Range column.
After completing all your customisations, you have the option to select either Print Current Screen or Print All Values based on your specific needs.
Your printout will now open in a new tab.
There you go, you have now learned how to print the patient ledger.