Print Patient Ledger - End of Year Summary

Your patient may have requested a print out of their ledger. Very often you will see this request at the beginning of the year as patients need their ledger print out for the previous year for tax purposes. The great news is you can do this easily in ChiroSpring.

There is one confusing piece to performing this action. The print out you will be providing your patient is called a STATEMENT in ChiroSpring. Now, once you get beyond the name it is called, here is how you print the ledger. ;)

1. Navigate to your patient menu. Scroll down and click on Statement.

2. Next use the filters on the left to choose your date range and statement type. I've chosen a custom range from Jan 1, to Dec 31.

For Statement Type we recommend "Pt. Balance With Products" as it will show all products and services for that patient (as well as payments of course).

I also removed the minimum due amount.

3. After your filters are set (per above), click the blue "Search" button. This will fetch all of the charges and payments for this date range. Now click "Preview Statement" (make sure you are using Google Chrome by the way or this will not work). This will generate the statement as PDF in your browser. See below example. Now you can print and provide to your patient.