How to Print a Patient Account History

The Patient Ledger includes an option to print the patient's account history for a selected date range. The history includes service dates, charges, payments, adjustments, and balances. Scheduled future appointments are also included.

Note: Transactions are listed by service date, in ascending or descending order, not when charges or payments are posted.

To print a patient's account history:

1. From the Patient tab, select Financials > Ledger.
2. Under Actions, select Print Account History. You are prompted to select a Service Date Range.
   
3. Select a range from the list, or scroll down and select Custom to enter a specific range.
4. If you want to include the patient's current balance at the top of the report, select Include Current Balance.
5. Select the Service Date Sort Order: Ascending or Descending.
6. Click Print. A .PDF file is created that you can print or email to the patient.
   Note: This file is not automatically saved to Patient Files when generated, as Billing Statements are. 

Note:
-- Included transactions are independent of the current, on-screen ledger view, which may have specific filters or sorting applied. 

-- Account histories for patients with orthodontic contracts include the Remaining Contract Balance in the Notes section. This balance is the sum of all of the patient's open and active contracts. 

-- Ledger comments can also be included in the account history. See How to Create and Use Ledger Comments for more information.

Printing Account History for a Group

Sensei Cloud enables you to print one account history for a guarantor, which includes information for all the associated patient accounts.  

To print an account history for a group: 

1. From the Patient tab, select Financials > Ledger.
2. If the patient is the guarantor, select Guarantor For, or if the patient is a guarantee, select Guaranteed By.
   For more information, see How to Work With the Patient Ledger.
3. Under Actions, select Print Account History. You are prompted to select a Service Date Range.
4. Select a range from the list, or scroll down and select Custom to enter a specific range.
5. If you want to include the patient's current balance at the top of the report, select Include Current Balance.
6. Select the Service Date Sort Order: Ascending or Descending.
7. Click Print. A .PDF file is created that you can print or email to the patient.
   Note: For a group account history, one document is generated, but it contains individual tables for each person, detailing the transaction history and any future appointments.