Documentation/help_files/ledger_dashboard_help.php

   1 <?php
   2 /**
   3  * Ledger Dashboard Help.
   4  *
   5  * @package   OpenEMR
   6  * @link      http://www.open-emr.org
   7  * @author Ranganath Pathak <pathak@scrs1.org>
   8  * @copyright Copyright (c) 2018 Ranganath Pathak <pathak@scrs1.org>
   9  * @license   https://github.com/openemr/openemr/blob/master/LICENSE GNU General Public License 3
  10  */
  11
  12 use OpenEMR\Core\Header;
  13
  14 require_once("../../interface/globals.php");
  15 ?>
  16 <!DOCTYPE HTML>
  17 <html>
  18     <head>
  19     <?php Header::setupHeader();?>
  20     <title><?php echo xlt("Patient Ledger Help");?></title>
  21     </head>
  22     <body>
  23         <div class="container oe-help-container">
  24             <div>
  25                 <center><h2><a name='entire_doc'><?php echo xlt("Patient Ledger Help");?></a></h2></center>
  26             </div>
  27             <div class= "row">
  28                 <div class="col-sm-12">
  29                     <p><?php echo xlt("Is a record of all financial transactions between the patient and the practice");?>.
  30
  31                     <p><?php echo xlt("Click on the Ledger menu item in the navigation bar to to enter the Patient Ledger page");?>.
  32
  33                     <p><?php echo xlt("Select a date range and click Submit");?>.
  34                     <button type="button" class="btn btn-default btn-save btn-sm oe-no-float"><?php echo xlt("Submit"); ?></button>
  35
  36                     <p><?php echo xlt("Financial transactions corresponding to the date range, if any, will be listed in the table");?>.
  37
  38                     <p><?php echo xlt("They are listed in ascending order by encounter date");?>.
  39
  40                     <p><?php echo xlt("The first line will show the Encounter date and Reason as well as the Provider for that encounter");?>.
  41
  42                     <p><?php echo xlt("The next few lines will list all the E/M and CPT codes that were billed, one line per code");?>.
  43
  44                     <p><?php echo xlt("For those lines the Description will indicate the details of the code");?>.
  45
  46                     <p><?php echo xlt("The Billed Date/Payor column will show the date the line item was billed and the Payor - either insurance or patient");?>.
  47
  48                     <p><?php echo xlt("The Type will be blank");?>.
  49
  50                     <p><?php echo xlt("The Units will be 1 as each code is billed only once for the encounter");?>.
  51
  52                     <p><?php echo xlt("The Charge will be the actual amount being charged for each line item");?>.
  53
  54                     <p><?php echo xlt("The Payment, Adjustment and Balance will be blank as these lines reflect only the charges being made");?>.
  55
  56                     <p><?php echo xlt("The subsequent lines will indicate the details of the payments received, adjustments made and the balance due");?>.
  57
  58                     <p><?php echo xlt("On these lines the Code column will be blank");?>.
  59
  60                     <p><?php echo xlt("The Description will detail the type of payment or adjustment - Cash, Check, Electronic etc ");?>.
  61
  62                     <p><?php echo xlt("The Billed Date/Payor column will show the date the line item payment was received and the Payor name - either insurance or patient");?>.
  63
  64                     <p><?php echo xlt("The Type will Insurance or Patient");?>.
  65
  66                     <p><?php echo xlt("The Unit column would be blank");?>.
  67
  68                     <p><?php echo xlt("The Charge column would be blank");?>.
  69
  70                     <p><?php echo xlt("The amount will be displayed in either the Payment or Adjustment column as the case may be");?>.
  71
  72                     <p><?php echo xlt("The Balance column would be empty");?>.
  73
  74                     <p><?php echo xlt("The last line of this encounter block will give the encounter totals of Charges, Payments, Adjustments and the Balance");?>.
  75
  76                     <p><?php echo xlt("The very last line of this report will give the Grand Total of Charges, Payments, Adjustments and the Balance");?>.
  77                 </div>
  78             </div>
  79         </div><!--end of container div-->
  80     </body>
  81 </html>