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Viewing Patient Ledger

The aged balance for insurance and a Patient's financial summary and patient ledger can be viewed in PracticeSuite from PowerReader. To view Patient Ledger, perform the following:

  1. On the relevant patient record in Worklist, right-click and select Payment Ledger. The Patient Financial Summary screen is displayed.

Patient Financial Summary Screen

  1. In the Additional Financial Information section, click the Patient Ledger button. The Detailed - Patient Aging Report screen is displayed.

Patient Ledger Screen