View Personal Payments in the Ledger

Q: How do I view personal payments in the ledger?

1. Open the Patient's Account

1. Open the Patient's Account

Click on the Billing menu, then select Patient Account.  Search for the account using the patient's last name, then click Select to open the account.

2. Open the Patient's Ledger

2. Open the Patient's Ledger

Click on the Ledger tab.

3. Locate the Personal Payment

Double-click on the personal payment line item to open the payment details.

4. Payment Detail

4. Payment Detail

The Payment Detail dialog will open to show the details of the selected payment, including the charges to which the payments have been applied.  Click the Close button to exit the Payment Details screen.