Print Patient Info Sheet & Ledger

Only the first defaulted payer for each priority (i.e., Primary, Secondary, Tertiary) will be displayed on the patient info sheet. 

Follow the steps below to print a patient info sheet and ledger for your patient.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients ” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click on the Print button found at the top of the page.

  5. Select Patient Info Sheet & Ledger.

  6. Use the Patient Info Sheet & Transactional History checkboxes to determine what information should be included on the infosheet and/or ledger. 

  7. Use the sort drop-down menu to select what order the information should be shown.

  8. Click Print.