Patient Ledger Complete Guide - Claims. Payment & Product History

Using Claim History, Payment History, and Product History

The Patient Ledger in ChiroSpring provides a complete financial record for a patient. It is made up of three core components: Claim History, Payment History, and Product History.

Together, these sections give you full visibility into charges, payments, adjustments, and balances across the patient account.

How the Patient Ledger Works

The Patient Ledger is made up of three financial components:

To fully understand a patient’s balance, you will typically review all three sections.

Location:

Patient Profile → Claim History

The Claim History page displays all patient activity by Date of Service, including charges, payments, adjustments, insurance activity, and current claim status. This section functions as the patient’s primary ledger view, allowing you to sort, filter, and expand claims for detailed breakdowns tied directly to each visit.

What You’ll See

Compress/Decompress

View/Pay/Adjust Services

Edit Claim

Open in New Tab

Edit Fee Slip

Each claim entry includes:

• Claim number
• Date of service (DOS)
• Charges
• Tax
• Patient Paid
• Patient Owes
• Insurance Paid
• Insurance Owes
• Adjustments
• Remaining Balance
• Assigned Provider

You can also filter by:

• Claim Color Codes
• Provider
• Claim #
• DOS Range
• Service Center Status

When to Use Claim History

Use this section when you need to:

• Review a patient’s full service activity by Date of Service, claim status, or payment status
• Review how a specific visit was billed
• Confirm payments applied to a visit
• Identify outstanding insurance balances
• Investigate adjustments or write-offs
• Submit Service Center requests related to a claim

You can filter, sort, and select claims to:

• Add to Statement Queue

• Submit a Service Center Request

• Claim History is your patient ledger history. It provides a complete financial view organized by visit.

Location:

Patient Profile → Payment History

The Payment History page shows all payment transactions associated with the patient’s account, including both applied and unapplied payments.

This section provides visibility into the original payment details and how each payment was allocated.

What You’ll See

• Print
• Assign (Apply to a claim/product)
• Transfer to another patient

  • 

• Unapply
• Refund

Each payment entry includes:

• Date
• Claim reference (if applied)
• Service code (if applicable)
• Amount
• Paid By (Patient or Insurance)
• Payment Method (Cash, Check, Card, etc.)
• Tags
• Payment Info (masked details)
• Write-Off indicator
• Entered Date
• Comments

You may also see:

• Reallocated payments
• Unapplied payments
• Transfers to other patients

When to Use Payment History

Use this section to:

• Confirm patient payments
• Verify how a payment was applied
• Apply or unapply payments
• Track reallocated funds
• Process refunds
• Research disputes or posting errors

Toggle Original Payments ON to see the original transactions

Payment History provides a detailed record of all payment activity and is essential when reviewing how funds were posted or adjusted.

Location:

Patient Profile → Product History

Product History tracks product sales such as supplements, pillows, merchandise, etc.

What You’ll See

Each product entry includes:

• Sale ID
• Product Name
• Payment Type
• Payment Mode
• Total Charge
• Patient Payment
• Adjustments
• Product Balance
• Date
• Restock/Refund options

When to Use Product History

Use this section to:

• Review product purchases
• Confirm product payments
• Process restocks and refunds
• Track inventory-related balances

Product History keeps product sales separate from services while still contributing to the patient’s overall account balance.

When reviewing a patient balance:

1. Start in Claim History to review visit-level charges and insurance activity.
2. Check Payment History to confirm the original payment transaction and allocation details.
3. Review Product History if over-the-counter items may be contributing to the balance.

Using all three sections together ensures an accurate understanding of the patient’s financial record.

There. Clean. Structured. Support-ready.

You just turned “where did the money go?” into something staff can actually follow without spiraling.