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:
- Sort by: Select one of the options to filter the data.
- Patient: Choose a filter from the list - Patient, Claim No, Insurance.
- Select Date: Select the date range.
- CPT codes: Choose the CPT code from the drop-down list.
- Aging Status: Select the Aging Status from the drop-down menu.
- Click the View button.
- 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:
- Claim - Click the claim number to view the claim.
- Patient Name - Click the name to view the patient profile.
- Payor Name
- Date Range
- Allowed amount (in $)
- Paid amount
- Adjustment (Adj)
- Balance amount
- Billed date
- Note (NT) - If a note is added to the claim, the icon color will be colored. Click the icon to view the added note.
- 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.