Located in the bottom, right-hand corner of the Patient Profile area is the Patient Transaction Ledger. The Ledger displays detailed information regarding the Transactions posted to a Patient account. You can use the scroll bar to navigate a small portion of the Ledger or you can expand the Ledger to see the detail view.
To expand: Click on any of the dates (along the left side) in the compact view of the Ledger
Moving from left to right across the columns in the Transaction Ledger:
- Date: the date the Transaction was entered into Atlas
- Description: description of the Transaction
- Charges: amount charged to Patient for Transaction
- Credit: amount credited to Patient account – usually based on Payment
- Plan Bonus: if the Transaction is designated to go to Plan Bonus dollars, the amount shows here See section on Financial Plans for details
- Ins Claimed: if Transaction is posted to Insurance, the amount is shown here
- Ins Paid: if Insurance paid any or all of the claim, the amount is shown here
- Entered On: date original Transaction was posted to Atlas
- Time: timestamp for original Transaction
- By: initials of user who entered the Transaction
- Provider: provider name associated with Transaction (can be the Provider who posted the charge or the Provider chosen when Transaction was manually entered)
- Modify: allows you to modify transaction if needed - see next section
To hide the Transaction Ledger away again, click EXIT