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The Family Ledger Report in the Office Manager allows you to indicate a date span.
- In the Office Manager choose Reports Ledger Family Ledger
- Make the 'First Transaction Date' the beginning or starting date.
- Change the 'Report Date' to the ending date.
The report prints only procedures from your starting date to your ending date. However, at the bottom of the Family Ledger Report, there is a field which says Total Family Transactions After (date). This field includes amounts from another year.
Example: A patient would like to get a ledger printout of everything for 2007. You would set the First Transaction Date as 01/01/2007 and the Report Date as 12/31/2007.
Please note: When printing this report in a range, the YTD figures will show 0.00 zero because these are not designed to sum the figures that fall within a specified range. The YTD figures are only designed to run with the default date range. You will manually have to add the desired types of transactions needed to get the grand total.
If you prefer the look of a Billing Statement this can be done with a statement as well. The Statement Date would need to be set as the ending date and the Balance Forward Date set as the beginning date.
ADDITIONAL INFORMATION:
There is no Report Date available for the Family Ledger if printing it from the Ledger module, it must be done from the Office Manager if a specific date range (cut off date) is desired. You can print a Family Ledger report for any time span in the past by manipulating these dates. Occasionally, the report will print transactions from a date prior to the First Transaction Date because these transactions are connected to an Insurance Claim which was paid during the time span.
NOTE:
Regarding billing statement, if the patient has a zero balance the 'Minimum Balance to Bill' box needs to be changed from '0.01' to '0.00' otherwise the Billing Statement will print a blank page. ADA and CDA Codes are available to print on statements through the printer options in Office Manager.
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If you see procedures that are outside of the date range, check to see if those procedures are attached to either:
- An insurance claim which is still outstanding (the description has anything other than 'Received' in it)
- An insurance claim which was paid within the date range you are asking for.
By being associated with a claim, the procedures may appear on this report.
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