cancel
Showing results for 
Search instead for 
Did you mean: 
tamaddux
Canine II

Ledgers with payments separated by personal / insurance payments?

Is there a way to print ledgers with payments separated by personal / insurance payments?

Tags (1)
0 Kudos
Reply
4 Replies
Highlighted
CS Dental Employee
CS Dental Employee

Re: Ledgers with payments separated by personal / insurance payments?

Hi, Hmm let me see. Maybe @ayman has some recommendations on this as well.

0 Kudos
Reply
Moderator
Moderator

Re: Ledgers with payments separated by personal / insurance payments?

there is no direct way to do it 
just to make sure i understand it correctly 
you want to print personal payments for a certain patient separated from insurance payments 
in this case you can 

add a unique user code to that patient ( from patient information screen user codes put number 5 for example )
Run trans for a period  ( reports , accounting Trans for a period ) Set date range , set patients with user codes ( add 5 there or whatever character you used as a unique user code ) 
in codes select personal payments codes \ personal payment ranges  (1 thru 1.99 , 3 thru 3.99 , 11 thru 0  , 12  ... ) these codes could be different depends on your setup 
this will give a list of personal payments for patient\s  that has user code 5 in their user codes which is only that patient 
repeat same report but using insurance payments code \ insurance payment ranges (2 thru 2.99 , ......... ) 
once done you can remove the user code from patient information 
hope you find that helpful 



0 Kudos
Reply
tamaddux
Canine II

Re: Ledgers with payments separated by personal / insurance payments?

Thank you for your reply!  That may work, but I was really looking for a report that totaled both insurance and personal payments for the patient so they don't have to manually do it themselves.  (See attached.)  I get a ton of requests for ledger totals this time of year for tax purposes.Capture.JPG

Moderator
Moderator

Re: Ledgers with payments separated by personal / insurance payments?

Hey
if you dont need the detailed breakdown for each patient you can choose show total only (format 3 ) when running trans for a period 
though that trans for a period will show total at the end either ways 

0 Kudos
Reply