The patient ledger option provides information on the patient's current balances and payments.

How to Access the Patient Ledger

1. Navigate to the blue navigation bar on the left. Go to Patients. 
2. Select a patient from the "All Patients" screen.
3. After selecting the patient, select the Patient Ledger option on the left, under the Patient Name. 
4. In the patient ledger option, you can navigate through the below fields/options to generate the patient AR ledger:
   1. Patient: The name in this field will always default to the current patient.
   2. Select Date: Select the date range for the AR ledger generation.
   3. CPT Codes: An additional option to filter using CPT codes. 
   4. Aging Status: Filter by various kinds of aging statuses - Corrected Claim, Provider Escalation, etc.
   5. Zero Paid: Toggling this option allows you to choose whether zero-paid balances are displayed in the list or not.  
   6. View: Click the button to generate the AR ledger.
5. After the AR ledger is generated, more options will be available to navigate the information.
   
6. Under the action column (right), the user will be able to add notes or view follow-up:
   1. Click the "+" icon under the Action column to add notes. A pop-up Add/Edit Note will appear. Fill in the details. Save changes finally!
      
      
   2. AR Follow-Up: Click the "callout" icon from the action column to view any AR follow comment from the team.
      
7. Click any line item from the generated ledger and select options from the drop-down option at the bottom.
   1. View transaction: Select any item from the list of generated ledgers. Then select the "view transaction" option and then click Go. The transaction details will be available below the drop-down option.
   2. Add note: Notes can be added or edited using this drop-down option.