Account Ledgers

RevFlow includes two views of patient account ledgers: Ledger Full and Ledger Visit. Both ledgers are helpful tools when following up on outstanding patient accounts.

Access Account Ledgers

When on a patient’s Account Information page, select Ledger Full or Ledger Visit from the left-hand navigation pane.

Ledger Full

This report displays an itemized view of a patient’s account that includes both charge and payment information.

  1. Initially, the report allows you to select a date range of charges you wish to review. If you want to view all charges, you can leave the default From and Thru fields and click Run Report.
  2. This ledger also displays if an authorization has been attached to a charge line.
  3. To view more details regarding the payments or the billing information related to a specific charge, double-click on a DOS.

Note: You are able to print or export a CSV file of the Ledger Full report to provide it to an attorney or patient who requests an itemized statement.

Ledger Visit

This report displays a Date of Service summary view of the patient’s account.

  1. The initial result of the page can also include a link to electronic EOB (ERA) information that has been received for each DOS.
  2. To view the line item detail for a specific Date of Service, double-click on the DOS field.
  3. Next, you can double-click on a Charge_Id to view the payments, adjustments, and Billing Log details.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.