Documentation/help_files/ledger_dashboard_help.php

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