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, your practice phone number and web address (if any), as well as the billing name and address to facilitate mailing.

Run This Report

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