Ledger Report

Run a Ledger report to generate a list of detailed transactions posted to a patient's financial contract. You may generate a Ledger report for a specific contract, any group of contracts, or all contracts in your ViewPoint system. If a patient has multiple contracts, the information for each contract appears as a separate report. The report includes your office name and address, as well as the billing name and address to facilitate mailing.

1. Open the Report You can open this feature in multiple ways: Use the method that's most convenient for you.

   Patient Reports Menu - ViewPoint main menu > Patient Reports > Financial > Ledger.

   

   Forms Shortcut Menu - Forms > Ledger. (Or, press Alt+O on your keyboard to open the Forms options.)

   

   Patient Ledger - Open the patient ledger and click the Print Ledger button at the right of the window. (See "Patient Ledger" for details.)

   

2. Output - After selecting the report settings, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

• Financial Reports
  • Adjustments, Tx Fees & Changes
  • Accounts Receivable Aging Report
  • Auto Receipts Posting History
  • Auto Receipts Review Reports
  • Balancing Worksheet
  • Balancing Worksheet Summary
  • Charge & Receipt Summary
  • Contract Totals Report
  • Daily Transaction Summary
  • Deposit Slip
  • Deposits by Operator
  • Late Fees Report
  • Ledger Report
  • Miscellaneous Charge Detail Report
  • OrthoBanc Transactions
  • Patient Balance List
  • Patient Fees and Account Balance Report
  • Practice Statistical Analysis Report
  • Projected Income Report
  • Projected Receivables by Month Report
  • Proposed Contracts Report
  • Responsible Party Balance List
  • Transaction Report
  • Transaction Audit - by Patient
  • Transaction Charge & Receipt Summary
  • Transaction Summary (& Balance Proof)
  • Transactions by Type Report
  • Vanco Transactions
  • VP Credit Card Transactions Reports

Open topic with navigation