If you would like to run a Patient Balance/Ledger report, please follow the steps outlined below:
- Hover over "Billing" tab and choose "Patient Balance / Ledger".
- You can search by the Patient's name and Date Range.
- This will generate the report by ageing, you can click on the amount to view the appointments which will include all the payments (Insurance & Patient), billed and adjustments.
- Click on "Export" and you would need to click on the Message icon to download the report.