Patient Ledger

The Patient Ledger records a patient's insurance claims and Patient Billables, organized by claim or billable, allowing for easy analysis of the patient's entire financial history without needing multiple reports. It also provides collections totals and aging summaries for all Treatment Episodes, Insurance Claims, and Patient Billables—enabling quick calculation of outstanding balances and assessment of receivables performance at the patient level. 

Viewing the Patient Ledger

The Patient Ledger is organized into three sections:

• Insurance Payments: Lists each treatment episode with the individual claim and payment details.
• Patient Payments: View patient billables and payments (only available with the Patient Billing add-on).
• Totals: A table containing collection totals for all treatment episodes.

To access the patient ledger, open the patient's profile and click the Patient Ledger tab.

Insurance Payments

The Insurance Payments portion of the Patient Ledger is organized by treatment episode, with the most recent treatment episode listed first. 

View Insurance Payment Information

1. • To view the ledger details for the individual treatment episode, click on the carrot next to the primary diagnosis.
   • Each insurance claim is listed by claim submission date, and each payment is listed by the day it was posted to the claim. These results can be re-sorted by clicking the arrows at the top of the desired column.
     • Note: Once a payment has been matched to a claim, the payment will appear as its own row in the ledger, along with payment details such as adjustments and a breakdown of patient responsibility by deductible, co-pay, etc.
   • Click the carrot next to the date to see line item details of each entry.
   • The Totals row at the end of the ledger totals up all charges, payments, and adjustments.
   • The Balance column will increase as new claims are billed and decrease as payments are received and posted.

Patient Payments

For organizations with the Patient Billing module, the Patient Payments section will display a line item for every billable created and a line item for every payment collected.

View Patient Payments

• Similar to the Insurance Payments portion of the Patient Ledger, clicking the carrot will provide details of each line item displayed.
• The date of each billable displays the approval date, and the date of each payment represents the day the payment was made.
• Each column can be reorganized by clicking the arrow icon. The Balance column will increase as new claims are billed and decrease as payments are received and posted.

Totals

The Totals section summarizes the financial details across all treatment episodes. This section comprises three totals: Collection Totals, Aging Totals, and Patient Responsibility.

• The Collection Totals will show:
  • Total Charged: Sum of all services charged on all claims for the patient.
  • Total Paid (Ins): Sum of all payments received and matched to claims for that patient.
  • Total Paid (Patient): Sum of all payments received by the patient (included with the Patient Billing module only).
  • Patient Balance: The sum of all billables, payments, and adjustments to date (included with the Patient Billing module only).
  • Unapplied Payments: The sum of all unapplied payments recorded with the Patient Billing module. 
  
• The Aging section will show the current unpaid balances by insurance (open claims with an unpaid balance) and by patient (open billables with an unpaid balance).
• The Patient Responsibility Balance will display the Good Faith Estimate compared to the total patient payments collected to determine the Good Faith Estimate Balance.

Helpful Hints

You can export the Patient Ledger to an Excel file by clicking the Download to Excel button. This will automatically include all treatment episodes.