A. Manage AR Ledger with Claim Wise Option


Navigate to the Billing Module on the left. Select AR Ledger under the drop-down. Click the "AR Ledger - Claim Wise (Option 1)" Tab.


Select the options from the filter(s) given to generate a list of claim(s) and view them: 

  1. Sort by: Select one of the options to filter the data.
  2. Patient: Choose a filter from the list - Patient, Claim No, Insurance. 
  3. Select Date: Select the date range.
  4. CPT codes: Choose the CPT code from the drop-down list. 
  5. Aging Status: Select the Aging Status from the drop-down menu. 
  6. Click the View button.
  7. Download Icon: Click this icon on the top-right corner to download the list in CSV or EXCEL format.


B. Claim Wise AR-Legder Data Table 

Once the filter selection is completed, it will generate a data table with the following information: 

  1. Claim - Click the claim number to view the claim.
  2. Patient Name - Click the name to view the patient profile.
  3. Payor Name
  4. Date Range
  5. Allowed amount (in $)
  6. Paid amount
  7. Adjustment (Adj)
  8. Balance amount
  9. Billed date 
  10. Note (NT) - If a note is added to the claim, the icon color will be colored. Click the icon to view the added note.
  11. Action - Click to add any comment.


C. Drop-Down Selection 

Select the claims using the checkbox(s). Use the drop-down option and click the OK button.