patient ledger report in collaboratemd

What is CollaborateMD?

Practice Management & Medical Billing CollaborateMD delivers a cloud-based practice management and medical billing software that avoids complicated workflows in the front office and simplifies the billing process for the back office.

What is a patient's Ledger?

A patient's ledger is the section of a patient file that houses all payments the patient has made as well as all charges for products purchased, and for services provided to the patient. Within this display of charges, you can change the arrangement of the Date, Type, Description, Charges and Credits column.

Why choose CollaborateMD medical billing software?

At CollaborateMD, we are obsessed with getting your medical claims paid quickly. Our cloud-based medical billing software simplifies billing processes, avoids complicated workflows, and provides transparent reporting tools to grow your billing company and simplify your revenue cycle management.

What can I do with the CollaborateMD appointment management tool?

This tool is great for communication between your front office, billing department and providers. Send automatic text reminders to patients and allow them to confirm or cancel their appointment using their mobile device. Appointment statuses within CollaborateMD will automatically be updated as patients confirm or cancel their appointment.

Seamless Solutions to Grow Your Practice

Seamlessly integrate our software with your preferred EMR/EHR solution.

Additional Features for Practice Management

Our internal messaging system allows you to securely communicate with your entire staff in a HIPAA-compliant environment. This tool is great for communication between your front office, billing department and providers.

What is a patient ledger?

A patient's ledger is the section of a patient file that houses all payments the patient has made as well as all charges for products purchased, and for services provided to the patient.

How to post a payment to a patient?

How to post a payment. The Post button is how staff can post a payment to a patient's account. After clicking the Post button, type in the amount of the payment, then choose a date the payment is to be made on, the clinic it will post to, and the type of payment it will be. If it is a credit card, choose Credit, ...

What is a rebill tab?

Rebill. The Charges tab is where you can perform a rebill for a charge/charges for a patient. To see how to complete a simple rebill (does not indicate that it's a corrected claim) please click HERE. To see how to complete a rebill that indicates that it is a correct claim, please click HERE.

What is the difference between primary payer and patient charge?

Patient Charge: Total amount that the patient owes on the charge . Primary Payer: The name of the primary insurance that is in the patient's file. Primary Payer Charge: Amount that was charged to the primary payer. Primary Paid: Amount that the primary payer has paid towards the charge.

What is credit forwarding?

The Credit Forward area allows you to bring a credit in, for a patient, from your previous software for reasons such as pre-payment for care, supplements purchased but, have not received etc. To see information about Credit Forward please click HERE.

Where is the EOB section on a patient's EOB?

At the bottom of the page is a section that shows EOB's that have been put into the system that are attached to this patient. If you scanned the EOB and saved the image, you can view it by selecting the eob and then clicking the View button

How long is a past due balance?

Green will show any past due balance that is less than 30 days past due . Yellow will show any past due balance that is 30 - 60 days past due. Orange will show any past due balance that is 60 - 90 days past due. Red will show any past due balance that is greater than 90 days past due.