A. Manage AR Ledger with CPT Wise Option


Navigate to the Billing module on the left. Select AR Ledger under the drop-down option. On the right screen, click the CPT Wise Tab.


Select the filters to generate the date table as follows: 

  1. Sort by: Select one of the options to filter the data.
  2. Patient: Make a selection from the list like patient or provider or other filter.
  3. Select Date: Select date range.
  4. CPT Codes: Select the CPT codes from the drop-down list. 
  5. Aging Status: Select the Aging Status from the drop-down list. 
  6. Click the View button.
  7. Download Icon: Click the Download button on the top right corner to download the list in CSV or EXCEL format.


B. CPT Wise AR-Legder data table

The information in the table is given as follows: 

  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 (in $)
  8. Billed amount (in $)
  9. Paid amount
  10. Adjustment (Adj)
  11. Balance amount
  12. Insurance Name
  13. Claim No - Click to view the claim.
  14. Status
  15. Note (NT) - If a note is added to the claim, the icon color will be colored. 
  16. Action - It has two options:
    1. Add/Edit Note: Click on the "+" icon under the circle in the Action column. A pop-up will appear. Fill in the required fields - Aging Status, Follow Up Date, Worked Date, and Notes. Save changes finally!
    2. AR Follow-Up: Click on the three horizontal dots enclosed in a box under the Action column. A pop-up will appear where you can view the AR Follow-up. 




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