2. Training Patient Ledger

3. Overview The Patient Ledger displays a patient's account information The Filter function allows you to select which debits and credits to display on the ledger and how to group the transactions

4. Patient Ledger Claims Management Accessing the Patient Ledger Quick Launch Transaction Posting

5. Filter The Filter function allows you to designate which transactions you would like to appear in the Patient Ledger as well as how you would like the transactions to be grouped

6. Filter

7. Fliter Dates All Dates Date Range Shows only those transactions posted to the patient's file from the date specified in the top date field through the date specified in the bottom date field

8. Filter Grouping Ungrouped Displays all transactions in either descending or ascending order according to date without grouping them Running Balance displays the patient's running balance in the “Remaining Column” and only applies to the ungrouped function By Claim Displays all transactions and groups charges according to the claim(s) on which the transactions have appeared

9. Filter Grouping Continued By Visit Displays all transactions and groups charges according to the visit(s) on which the transactions have appeared By Statement Displays all transactions and groups charges according to the statement(s) on which the transactions have appeared

10. Filter Order Newest to Oldest Oldest to Newest

11. Filter Show Debits All Incomplete Charges Missing Dx Dx Codes missing CPT (Charges)

12. Filter Payment Application Displays applied credits (in gray rows) under each debit transaction

13. Filter -CPTDXLINKS CPTDXLINKS are database place holders, and are created in Medical Records (Charting) when a Dx is selected for a patient with absence of an accompanying CPT (Charge Code)

14. Filter Credits Displays Credits Unapplied Credits displays unapplied credits (in gray rows) under the payments which they correspond This option is only available when the “Credits” filter is selected

15. Filter Total Bars Displays aged balance for insurance and patient portions for each incident and for all incidents combined

16. Filter Family Balance Displays basic patient information and balances for all members in the patient's household, as well as a total balance for the entire family Double clicking on a family member's name in the ledger opens the Patient Ledger for that family member

17. Filter Remaining Insurance Patient Total

18. Filter Show Filter The settings inside the Filter is saved on exit and are unique to the user.

19. Actions

20. View Details General Providers Amounts Pending Dates Auditing Demographics Bottom Tabs

21. Actions View Details

22. General Charge info Provider Treating Dr of record Amounts Credits and Debits Pending Dates Service Dates End Post Auditing EOD Statements Non-Moneys info Demographics Incident Visits FC Service facility

23. Actions View Details Bottom Tabs

24. DxCode Description CPT Modifiers Credits Info about the Credit Claims Claim Number Type Total Carrier Pending Pending and Carrier Info Access to Pending Analysis Remittance Recodes Info on Recodes (if any) Bundle The charge was combined with other charges and paid as a single charge by the carrier Unbundle The charge was split into two or more charges, each of which was paid separately by the carrier Recode The billed code was changed to a different code by the carrier (down- coded)

25. Actions View Details Bottom Tabs Audit History Anything that has changed from the original posting

26. Actions Ledger Tasks Unapply All Void Transaction Edit Transactions Delete Transactions Move Transactions

27. Actions Ledger Tasks Unapply All Unapplies all payments for a selected line item

28. Actions Ledger Tasks Void Voiding a transaction allows a line item to be removed from an active transaction while maintaining visual link

29. Actions Ledger Tasks Edit Transaction Edit any aspect of a transaction

30. Actions Ledger Tasks Delete Transactions Deletes any permissible line item

31. Actions Ledger Tasks Move A transaction and all sub-transactions can be moved at one time Individual line items must be “Unapplied” Transactions which have been printed (or sent via 837) may not be moved

32. Actions Ledger Tasks Expand Collapse Audit

33. Actions Ledger Tasks Legend

34. Actions Ledger Tasks Print Prints a paper version of a given patient’s transaction

35. Patient Ledger This Concludes the Webinar For

36. End of Presentation Send email emoffatt@micro4.com with questions. Power Point Presentation Video Detailed Out Line Support Calls Call support at 1-800-874-5983 for questions regarding any other subject besides today’s webinar topic.