How do I print a Balance/Ledger for a particular patient?

If you would like to run a Patient Balance/Ledger report, please follow the steps outlined below:


  1. Hover over "Billing" tab and choose "Patient Balance / Ledger".
  2. You can search by the Patient's name and Date Range.
  3. 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.
  4. Click on "Export" and you would need to click on the Message icon to download the report.


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