Managing Patient Accounts > Accessing the Clipboard > Accessing the Patient’s Ledger

Printing the Ledger for Individual Patients

You can filter the criteria when printing a ledger to include only one patient.

Printing the ledger yields a list of procedures performed, not a statement suitable for billing purposes.

To print the ledger for only the selected patient:

1. From the patient’s Ledger, select Show transactions for.

2. Use the drop-down list to select the patient for whom you want to print transactions. The default value is Account, which prints the ledger entries posted to the account.

3. Click Print. The Print Account History window is displayed.

4. Enter the date range of transactions you want to print.

5. Select the Include procedures only (“Show transactions for” option) option.

6. Click OK. The Document Configuration window is displayed.

7. Use this window to select a printer, Print to Printer, Print Preview, or select Advanced to configure and save printing options for this report.

• The Account History printout includes a notation to alleviate confusion between this document and an official statement.

Related Topics

Accessing the Patient’s Ledger

Correcting Ledger Entries

Posting Ledger Entries

Preparing and Printing Statements

Setting Up Statements and Messages