The Patient Ledger shows detailed payment information. Let's explore how to print a ledger.
- Navigate to the Patient Profile by searching for them in the global search bar.
- On the patient profile, click on Billing and select Ledger.
- When the page loads, select the Print button on the right-hand side. You will be presented with two options.
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- Print All Values: This option will print all values irrespective of customizations.
- Print Current Screen: Selecting this option will only print the ledger details visible on the ledger screen based on the user's ledger customizations, filtered by items selected and date range selected.
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- To customize your screen, click on the Customize option right next to Print.
- A slider panel will open up where you can create a customized 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 customizations, 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.
Congratulations, you have now learned how to print a patient ledger.