Start and END date printing Family Ledger or Patient's Ledger Reports
Right now we cannot put and end date when creating this report and sometimes it is needed.
Our old PM software allowed us to print a patient/family ledger from a start date to an ending date, each date being a date you choose. Doesn't sound like much, but not having the ability reminds me how much we utilized it!
When generating statements, it would be great if it would start from last zero balance instead of a date. It would keep the inquiries down if the patient could see exactly what activity lead to their balance.
I would like to see a beginning date and ending date for printing out the patient or family ledger. Sometimes I just want to print a certain date of service .
It would be nice if you could add a end date in the print patient ledger
also if you could have it total what the patient paid from the start date to the end date. Patients often call and need a print out for a certain range with a total of what they paid during that range. at this time you have to go to office manager which requires way more steps and at this time that does not give you a total.
When a patient asks for a year end statement, we put in 1-1-2012, but then it prints out everything done in 2013 as well. If we could add an end date, then it will only print out what we need and not everything done after that date. That would also work for people wanting a print out for 1 specific date of service. Thank you
Patients are always asking for a statement/ledger report that shows their activity for the year for tax purposes. It would be wonderful if an extra box (filter) could be added to the "Patient Ledger Report" window from both Office Manager-Reports-Ledger-Patient's Ledger Report" and "Ledger-Print-Patient Ledger" that would give us the option to put in an "Ending or Last Transaction Date" also. This way we could pull a report for the time period they request and not any more, especially if they need to go back a couple of years.
In Ledger when someone wants a date of range printed we are unable to give them that info. it defaults to first date of service. for those patients who have been coming since 1995 its annoying. It would be so nice to choose a date of range for a single visit. really helpful for people that are needing certain dates of range for flexable spending reciepts
Patients don't always make the full payment the day sevices are rendered or have more than one date of service. Walkout statements or something similar should be available that can include multiple dates. The ledger printout is not adequate.
We appreciate your feedback, thanks.
office manager/reports/ledger/patient ledger for the report date put last day of the year you are wanting in report i.e. for 2011 you would put 12/31/2011 then select your patient and then put in first transaction date. If you want whole year put in 1/1/2011 this will give your 2011 ledger report for patient selected. Hold in mind if you still have outstanding insurance claims it will pick those dates up as well and add them to your report.
I agree. It would be very helpful for the ADA codes to be included for those who have HSA's and need more detailed statements for reimbursement.
Go Back to the Walkout statement and select the date of service and the service for that date will show and also the date of the payment for that service. No need to print the ledger.
You can select a start date,under patient ledger select print, select single patient or family and choose the start date . I know you can't choose an end date but at least you can reduce the size of the ledger.
The office manager print out works, however it should be much easier than that; new employees have a hard enough time learning the system; chasing a report is not ideal.
Too time consurming to do it from office manager when you have patients waiting; need to be able to do from ledger.
AdminRyan Beardall (Admin, DENTRIX) commented
While you cannot do this from Ledger, you can do this in Office Manager.
1. Open the Office Manager | Reports | Ledger | Family Ledger (Patient Ledger also works same as described below)
2. Select the Guarantor in the From and To boxes.
3. Change the Report Date to the last day to be included in the date range.
4. Change the First Transaction Date to the first day to be included in the date range.
5. Select Ok.
year end out of pocket expenses is a prime reason for needing more choices in printing options for the ledger!
I agree! However, I don't find the walk-outs to be adequate enough because there is no logged history kept in the Office Journal when you print a walk out. This makes it difficult to keep track of when or how often a patient is being billed by walk-outs.
When you select to print a statement, there should be an option to select a range of dates to appear on the statement, before you print, batch, or email the statement.
Agreed. This is a major problem. Many times people need a statement or ledger that shows 1 date of service and the payments made for this service (for Health Savings account or something else). It would be nice to print some type of receipt that you could put in the beginning and end dates. This would need to show ADA code, procedure and payment(s).
i agree. often when a patient comes back the next day or week to pay us, the walked out payment shows but not the charges so i have to go in a reprint a walk out statement for that date they were here to show the charges. if we could enter dates for the walk out statement to print we could get all the info on one sheet of paper...so that the charges and payments, even thought they are on different dates, would all show up.