Front desk and scheduling
Patient ledger
Also called patient account, account statement
The running record of a patient's charges, payments, insurance payments and balance.
A patient ledger is the account record that lists every charge, insurance payment, patient payment and adjustment for a person or family. It shows what the patient currently owes and where each amount came from. Accurate posting from the explanation of benefits matters, and the ledger is the first thing staff open when a patient disputes a bill. Statements are generated from it.
Example at the front desk
I checked her ledger, and the insurance payment was posted but the write-off was not.