training patient ledger overview the patient ledger displays a patient's account information...
TRANSCRIPT
![Page 1: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/1.jpg)
![Page 2: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/2.jpg)
TrainingTraining
Patient Ledger
![Page 3: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/3.jpg)
OverviewOverviewThe Patient Ledger displays a patient's account information
The Filter function allows you to select which debits and credits to display on the ledger and how to group the
transactions
![Page 4: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/4.jpg)
Patient Ledger
• Claims Management
• Accessing the Patient Ledger
• Quick Launch
• Transaction Posting
![Page 5: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/5.jpg)
Filter
• Filter
• The Filter function allows you to designate which transactions you would like to appear in the Patient Ledger as well as how you would like the transactions to be grouped
![Page 6: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/6.jpg)
Filter
![Page 7: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/7.jpg)
Fliter
• Dates• All Dates• Date Range
• Shows only those transactions posted to the patient's file from the date specified in the top date field through the date specified in the bottom date field
![Page 8: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/8.jpg)
Filter
![Page 9: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/9.jpg)
Filter
Grouping Continued
• By Visit• Displays all transactions and groups charges
according to the visit(s) on which the transactions have appeared
• By Statement• Displays all transactions and groups charges
according to the statement(s) on which the transactions have appeared
![Page 10: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/10.jpg)
Filter
• Order• Newest to Oldest• Oldest to Newest
![Page 11: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/11.jpg)
Filter• Show
• Debits• All• Incomplete• Charges Missing Dx• Dx Codes missing CPT (Charges)
![Page 12: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/12.jpg)
Filter
• Payment Application• Displays applied credits (in gray rows) under each
debit transaction
![Page 13: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/13.jpg)
Filter
• -CPTDXLINKS• CPTDXLINKS are database place holders, and are
created in Medical Records (Charting) when a Dx is selected for a patient with absence of an accompanying CPT (Charge Code)
![Page 14: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/14.jpg)
Filter
![Page 15: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/15.jpg)
Filter
• Total Bars• Displays aged balance for insurance and patient
portions for each incident and for all incidents combined
![Page 16: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/16.jpg)
Filter
• Family Balance• Displays basic patient information and balances for
all members in the patient's household, as well as a total balance for the entire family
• Double clicking on a family member's name in the ledger opens the Patient Ledger for that family member
![Page 17: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/17.jpg)
Filter
• Remaining• Insurance• Patient• Total
![Page 18: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/18.jpg)
Filter
• Show Filter• The settings inside the Filter is saved on
exit and are unique to the user.
![Page 19: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/19.jpg)
Actions
![Page 20: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/20.jpg)
Actions
• View Details• General• Providers• Amounts• Pending• Dates• Auditing• Demographics• Bottom Tabs
![Page 21: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/21.jpg)
Actions View Details
![Page 22: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/22.jpg)
Actions View Details
![Page 23: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/23.jpg)
ActionsView DetailsBottom Tabs
![Page 24: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/24.jpg)
ActionsView DetailsBottom Tabs
•Remittance Recodes
•Info on Recodes (if any)
•Bundle
•The charge was combined with other charges and paid as a single charge by the carrier
•Unbundle
•The charge was split into two or more charges, each of which was paid separately by the carrier
•Recode
•The billed code was changed to a different code by the carrier (down-coded)
![Page 25: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/25.jpg)
ActionsView DetailsBottom Tabs
![Page 26: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/26.jpg)
ActionsLedger Tasks
•Unapply All•Void Transaction•Edit Transactions•Delete Transactions•Move Transactions
![Page 27: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/27.jpg)
ActionsLedger Tasks
![Page 28: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/28.jpg)
ActionsLedger Tasks
![Page 29: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/29.jpg)
ActionsLedger Tasks
![Page 30: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/30.jpg)
ActionsLedger Tasks
![Page 31: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/31.jpg)
ActionsLedger Tasks
![Page 32: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/32.jpg)
ActionsLedger Tasks
•Expand•Collapse•Audit
![Page 33: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/33.jpg)
ActionsLedger Tasks
•Legend
![Page 34: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/34.jpg)
ActionsLedger Tasks
•Print•Prints a paper version of a given patient’s transaction
![Page 35: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/35.jpg)
Patient Ledger
This Concludes the Webinar For
![Page 36: Training Patient Ledger Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and](https://reader035.vdocument.in/reader035/viewer/2022062518/56649de45503460f94adb2db/html5/thumbnails/36.jpg)
End of Presentation
• Send email [email protected] with questions.• Power Point Presentation
• Video
• Detailed Out Line
• Support Calls• Call support at 1-800-874-5983 for questions regarding
any other subject besides today’s webinar topic.