A. Manage AR Ledger with CPT Wise Option: Click the CPT Wise Tab.


See below the steps to manage claim(s):

  1. Sort by (1) selection - Select one of the options to filter the data.
  2. Make a selection from the list like patient or provider or other filter.
  3. Select date range.
  4. CPT codes.
  5. Aging Status.
  6. Click the View button
  7. Download Icon - Click the Download button to list as CSV or EXCEL format.


B. CPT Wise AR-Legder data table - See below the information available in the table.

  1. Patient Name - Click the name to view the patient profile.
  2. Provider Name (24-J)
  3. DOS
  4. CPT code
  5. Unit
  6. Date billed
  7. Allowed amount
  8. Billed amount
  9. Paid amount
  10. Adjustment
  11. Balance amount
  12. Insurance name
  13. Claim No - Click to view the claim.
  14. Status
  15. Note - If a note is added to the claim, the icon color will be colored. Click the icon to view the added note.
  16. Action
    1. Add Comment
    2. View Comment


C. Drop-Down Selection - Select the claims using the checkbox(s) use the drop-down option and click the OK button.