Author: Judy Barnes

REPORT: Patient Ledger

Judy Barnes
Purpose
This report is a breakdown of patient history during chosen reporting period.

Filter: Patient Name : Start Date : End Date : Show Payments option

Header: Patient Ledger

Column Data: Date Of Service, Procedure, Description, Diagnosis Code, Tax Amount, Amounts($)

Footer: Providers: Provider Name, NPI, Tax Id

REPORT: Day Sheet By Provider

Judy Barnes
Purpose
The Day Sheet by Provider takes a time range and providers as input(* NOTE The time range can be longer than one day *). The Start Date begins at 12:00 AM of the date selected. The End Date occurs at 11:59 PM of the selected date. All charges and payments collected for claims regitered to the selected provider(s) during that period are summarized in the footer section of the report. All payments by patient or patient guarantor are categorized as ‘Patient.’ Funds deposited electronically, manually entered by insurance check, or applied using Auto Post are categorized as Payer.
Filter: Start Date, End Date

Header: Clinic Info, Report Info

Column Data: Patient Name, Provider Name, Claim No., Fee, Cash, Check, Payer, Other, Adjustments

Footer: Patients-Cash, Patients-Checks Rcvd, Patients-Credit Card, Patients-Total Rcvd, Payer-Payments Check, Payer-Payments Direct Deposit(EFT),Total Payer-Payments, Patient Std Adjustment,
Payer Std Adjustment, Courtesy Discount, Total Charges, Total Received, Total Adjustment, Total Due, Total Collected, Collection Ratio

Patient Employer

Judy Barnes
  1. Click Chart Talk logo
  2. Patients
  3. Navigate to Patient (click pencil icon once located)
  4. Information
  5. Employer Detail

empl-patient

  1. To select from master list click the drop down
  2. Click ‘Assign Employer’ fill out pop-up screen
  3. Save
  4. If new employer is needed, click ‘Add Employer’ and follow prompts

empl-patient-selct