DuxWare Release Note - 09/10/2023
Patient Ledger
New Look and New Features for the Patient Ledger
First, let’s look at what is being replaced.
The old patient ledger displays the Total Account Summary, Individual Claim Filing History, and Individual Claim Details.
There is also Detail View and a Summary View with the various action buttons at the bottom of the screen.
We hope that you enjoy your new Patient Ledger with the added functionality. Our goal is not to change the workflow of the ledger, but to enhance it.
So, let us look at your new patient ledger.
When entering the Billing System, navigate to Patient Ledger. You will see:
- The top section contains the Total Account Summary, Individual Claim Filing History, and Individual Claim Details components.
- The middle grid section listing claims.
- The bottom section contains the action buttons.
There are 4 buttons listed underneath the three components at the top of the page:
- Legend
- Detail view
- Summary View
- Filter claims
There are two rows of buttons at the bottom of the page.
- First Row (only available when a claim is selected)
- Payment
- Adjust
- Transfer
- Information
- Messages
- Add Service
- Referral Letter
- Print Claim
- Second Row (Always enabled)
- Statement
- Print Ledger
- Pre-Payment Apply
- Pay Account
- Statement History
- Enter Charges
Please note the new Filter Claims Button.
Column headings will sort oldest/newest or alphabetically depending on the type of data within the column. Place your mouse pointer to the right of the column heading to perform the sort.
Edit Claim - Get to the Claim Information screen to review/edit by selecting the edit icon to the left of the claim #. If the claim is highlighted, you can still select the Information action button at the bottom of the screen.
Expand Claim – Expand the claim to view/edit service lines and transaction details.
Print Ledger – New filtering options for Provider and Location have been added.
Prior to the update:
After the update:
