The Patient History screen will show the transaction history for a selected patient.
This report can be used to view a current balance, as well as providing the patient transaction history for tax or reporting purposes.
- With a selected patient, click the dropdown next to the Patient Index Card.
- Select the Patient History option from the dropdown menu.
- Set the ledger view to the expanded view with the icon in the top toolbar.
- You will have claim balances and info on the left side, details on the right side. To add details, click the dropdown in the claims toolbar at the top.
- Include all Balance Types by checking the boxes to include unsubmitted claims and insurance balances. Set any appropriate date filters and click the Search icon.
- To print the report, click the Print icon in the upper left toolbar.
- Print the Detail Report to include all transactions, procedure lines, and claim numbers.