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. 

Note: 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. 

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.