How do I print a Transaction ledger for a patient during a specific date range?


1. Hover over the "Billing" Tab and click on "Transactions".


2. This will direct you to the Transactions screen.
3. You can filter the transactions based on the “Service date” or “Procedure posted date”.


4. Please select the date range.


5. Enter the patient name.

6. You can also filter the transactions by selecting an office, exam room, and payment profile.

7. Once all the fields are selected click on “Update”.

8. This will display the list of transactions.

9.You can export the list, by clicking on the “Export All”.

10. The report will be sent to the "Message Center".

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