This article shows how you can manage the AR Ledger based on the CPT codes. You can view the total balances owed by patients and insurance payers for sessions. This helps maintain your practice’s financial health.


To effectively manage the AR Ledger CPT-Wise, please follow the steps below:

  1. Navigate to Billing > AR Ledger.
  2. Select the 2nd tab: AR Ledger – CPT Wise. 
  3. Apply the filters to generate the AR Ledger – Patient/Claim Number/Insurance. Select the date range, CPT codes, and the aging status. 
  4. The table displays the following information:

 


  1. Patient: Shows the patient’s name. Clicking on it will redirect you to the patient’s profile
  2. Provider (24J): Shows the rendering provider’s name.
  3. DOS: Shows when the session was conducted.
  4. CPT: Shows the CPT codes.
  5. Unit: Shows the number of units used for the session.
  6. Date Billed: Shows when the session was billed.
  7. Allowed $: Shows the should be charged for the session.
  8. Billed $: Shows the amount charged for the session.
  9. Paid: Shows the amount paid by the patient for the session.
  10. Adjustments: Shows adjustments made to the amount.
  11. Balance: Shows the remaining amount to be paid.
  12. Insurance Name: Shows which insurance the patient used to pay for the session.
  13. Claim No: Shows the claim number. Clicking on it will redirect you to the HCFA form.
  14. Status: Shows the status of the claim with the chosen CPT code.
  15. NT: Shows notes (if any). If the note is added, the icon will be colored.
  16. Actions: Allows you to add/edit notes or do AR follow-up.

 

Drop-Down Selections:

Use the drop-down below the table to perform further actions on the claims you have selected with the checkboxes:

  1. View Transaction: Shows you the entire transaction details pertaining to the selected CPT code.
  2. Add Note: Alternate way of adding/editing notes, similar to (p).