Print Insurance Ledger

Would you like to print out the insurance payments received for a patient? Here's how:

  1. Open the patient's chart; go to View > Patient Info or press Command I.
  2. Click on the Contracts/Ledgers tab.
  3. Open the ledger dropdown menu and select your desired insurance ledger.
  4. If you only wish to print specific payments, press and hold down the Command key and select your desired transactions.
  5. If you wish to print all payments, do not select any.

  1. Click the printer icon on the top right.
  2. From the Print using form: dropdown menu, select Ledger Listing: Entire Ledger (or Ledger Listing: Selected Transactions).

  1. Click Print in the next window that comes up.
  2. In the following window, open the PDF dropdown menu. From there, you can view or save the document as a PDF for emailing or printing.

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