Client Ledger Enhancements

This article describes a 2024 planned feature delivered through the myAvatar Product Roadmap. This information is subject to change.

What are we doing?

Updating the Client Ledger to include additional parameters. 

Why are we doing it?

Organizations have been requesting additional parameters be added to the Client Ledger to allow for more flexibility in how the information is displayed to an end user. 

How are we doing it?

The following enhancements are planned: 

• Add a parameter to Exclude Deleted Services
• Add a parameter for Service Code(s)
• Add a parameter for Guarantor(s)
• Update the Client Ledger to display Total Payments by Guarantor
• Update the Client Ledger to display Total Adjustments by Guarantor