View Insurance Payment Details in the Ledger

Q: How do I view insurance payment details 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 Payment

Locate then highlight the insurance payment that you wish to view.  Double-click on the payment line item to open the details dialog.

4. Insurance Payment Details

4. Insurance Payment Details

The Insurance Payment Details window will display the insurance payment and all patient claims to which the payment was applied.