Tuesday, October 18, 2016

Printing the Family Ledger Report

The Family Ledger Report is an account history of all procedures, payments, adjustments, and service charges posted to the Ledger.

As the year comes to a close, you may find that patients would like a report of all the activity on their account for the year.

To print a Family Ledger Report for a selected family:


  1. With a patient selected in the Ledger, from the Print menu, click Family Ledger. The Family Ledger Report dialog box appears.

  2. In the First Transaction Date field, specify the earliest date that you want to include transactions for. To include the entire year, set this date to January 1.
    Note: By default, all current transactions (transactions that have been posted since the previous month was closed out) will be included on the report. For example, if the last month you have closed was September, and the selected family has procedures entered beginning on October 3, then October 3 will be the date that appears in the First Transaction Date field.
  3. Check the List Individual Patient Balances for Family box to separate and list patient balances at the bottom of the report.
  4. Click Print to print the report now, or click Send to Batch to store the report in the Batch Processor in the Office Manager.



If you want to print the Family Ledger Report for a range of accounts, you can do so from the Office Manager. 
  1. From the Reports menu, select Ledger > Family Ledger. The Family Ledger Report dialog box appears.

  2. Type the Report Date you want to print on the report. The default is the current date.
  3. Enter a range of guarantors to include on the report using the To and From fields of the Select Guarantor group box. 
  4. Enter a range of providers to include on the report using the To and From fields of the Select Provider group box. To include all providers, leave both fields set to <ALL>.
  5. Enter a range of billing types to include on the report using the To and From fields of the Select Billing Type group box. To include all billing types, leave both fields set to <ALL>.
  6. In the First Transaction Date field, specify the earliest date that you want to include transactions for.
  7. Check the Print Condensed Report box to print more than one family ledger on a single page. (Dentrix will not insert a page break between families.)
  8. Check the List Individual Patient Balances for Family box to separate and list patient balances at the bottom of each family report.
  9. Click OK to send to the Batch Processor.
Information that appears on the report:



A. Family History - Displays all financial transactions posted to the Ledger for all family members.
B. Family Totals - Displays year-to-date totals for the family.
C. Individual Balances - If you select List Individual Patient Balances for Family when setting options for this report, the current balance of each family member appears on the report.Note: When viewing the report, Dentrix labels items placed in history with and asterisk (*) and labels items dated in history but entered after month end with a caret (^).


No comments: