In this module, you will get a closer look at the Patient Ledgers, which is where all billing, charges, and payments are documented. To find the ledger on a patient’s chart, simply click on the $ icon at the top of the patient’s demographic screen. In the video below, we will go over how to “read” a ledger, a quick overview of how to post services and materials, and how to collect payments. After the video, the steps to posting payments and refunds is listed for your reference! Happy learning!
TO POST A PAYMENT:
Go to patient screen
Go to Ledger
Click “Credit”
“responsible”
Enter payment type
Enter correct payment amount
Enter correct ID for processing (either your initial, if applicable)
If CC, enter the type in ID/CC box (or use drop down menu)
If a check, enter the last name and check # in the ID/CC box
If Cash, enter Cash in the ID/CC box
Save by clicking on the folder icon at the top right
ALWAYS PRINT RECEIPTS! Click “Print” while in the ledger, then “Receipt” and follow the prompts.
TO POST A REFUND:
**Before posting a refund, the Resp. Bal at the top of the ledger must show a negative amount.
Go the patient’s Ledger
Click “Adjust”
In the reason box select reason for adjustment/refund
Adjust off the correct amount (positive)
Save
Then click “Credit”
Responsible
Enter type of credit
Enter amount as a negative amount
Save
Remember to print a receipt!