Family Ledger Report

This report lists transactions with a specific patient or family. The personal payments to date, insurance portion of balance, patient portion of balance, and overall balance are calculated and displayed at the bottom of the report.

Accessing Purged Transactions
To view transactions that have been purged, make sure to check the box in the lower, left-hand corner of the screen that says Purged Transactions Only.

NOTE: The far right column of the report labeled II is explained here.

  1. When you select this option, the system prompts for patient name or number. You can enter any member of the family for whom you would like the report.
  2. The system is able to sort transactions by family member if you select this option in the Report Settings menu. Transactions will be listed in chronological order for the entire family or grouped separately by individual.

  3. Last of all, the system asks for a range of dates. It defaults to 00/00/0000 as the Beginning Date, and today's date as the Ending Date. If you want the report to include all the transactions that have been entered for the family, click Apply to accept both defaults. If you want to restrict it to a certain time period, enter the desired range of dates.