Sometimes a different view of something just makes it easier to understand.
The Ledger screen shows every invoice and every payment, however matching up payments against invoices may sometimes take a little time to sort out.
There are two new buttons on the Finance screen to make this easy.
Trace Open
The Trace Open button shows each open invoice with every payment and adjustment applied to the invoice immediately below it.
It shows a running balance of what the patient owes, what the insurance owes, and the total balance of that invoice.
With each credit applied to the invoice, you will see just how the patient balance and insurance balance has been affected.
Trace All
The Trace All button shows every invoice with every payment and adjustment applied to the invoice immediately below it.
This makes it easy to see if an invoice has never had a payment applied to it, or if someone wrote off the entire balance without a payment ever applied.
All of this information has been accessible previously.
It’s just another way of looking at it, which may just make it easier to see what is happening in a patient’s account.
