Print a Receipt or Statement from the Ledger

Q: How do I print a receipt or statement from 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. Print Receipt

3. Print Receipt

Click the Print Receipt button.

4. Select Dates for Receipts/Statement

4. Select Dates for Receipts/Statement
  1. Select Receipt Dates: Select the From Date and To Date for the receipt/statement.
  2. Select Receipt Date Type: Select if you want to print receipt/statement by Posted Date or Date of Service.
  3. Click the Print button.

5. Print

The Print Preview window will appear.  Click the Print button to print the receipt/statement.