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Client Ledger (CR) - Cal-PM

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Generate the Client Ledger report in the Crystal Reports format. The report displays client liability for services rendered, payment remittance, and the client's balance information.


Note: Charges with a $0.00 fee are not shown unless a payment has been posted for them.

Prerequisites:

  • To run the Client Ledger CR report, the value entered for PATID must match the unique_id from SYSTEM.unique_patient_identifier.

    Ex. Patient 14 = BROWN,CHARLIE~14

    The value for Episode Number needs to match episode_select_for_query in SYSTEM.episode_history

    Ex. Episode 1 = Episode 1 Admit Date : 04/01/2015 Discharge Date : None

  1. Go to: Avatar PM > Client Management > Account Management

  2. In the Select Patient field, enter the client ID, followed by '%'. Click Find. Select the client.

  3. In the Select Episode Number field, select the client episode.

  4. In the Include Services Starting field, enter first date of client services.

  5. In the Include Services Through field, enter last date of client services.

  6. Click OK. The Client Ledger report displays:

  • Posted services, with liability distributed to assigned guarantors.
  • Service charge
  • Claim numbers
  • Balance transfers
  • Posted payments
  • Balance adjustments.
  • Claim statuses:
    • OPEN - Charges have not been closed, a bill has not been generated.
    • UNBILL - Charges are closed, the bill has not been printed.
    • Claim number - A claim has been generated.
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