Ledger - Print Menu

The Print menu in the Transactions section of the ledger allows you to create statements, claims, insurance tracers and encounter forms.

If you have Restorative Charting, you can also print a copy of the patient's chart. For information on printing from the Treatment Plan, please click here.

Print Statement
There are several types of statements available under the Print menu. Print Incident Statement will print all transactions associated with the selected incident, if no transactions are selected. If you have selected transactions, it will print a statement that displays only those items. Please note, the Total listed on the statement is based on the transactions included, so if you are only printing part of a patient's ledger, the balance listed on the statement may not reflect the entire incident or account balance.

Choose Print Account Statement to print a statement that includes all account activity, across all patients and accounts. There are statement preferences that can change the information on an account statement. To review these preferences, go to the MacPractice menu and select Preferences. In the sidebar, select Statements in the sidebar, then select the Statement Printing tab. There is a section labeled Following Setting Affect Printing Account Statement From Ledger.


Print Patient Payments is useful when patients request a report of how much they have spent on health expenses, for tax purposes. It will print a statement that includes only payments made by the patient. The total on this statement will reflect the total payment amount; it will not accurately reflect the account balance.

Create Insurance Claim
As with many forms in MacPractice, you must set up your default claim forms before you can create an insurance claim.

Click here for more information on configuring your default form. In addition to setting the default form in Preferences, you can set a default form on a company by company basis in the insurance reference. Click here to see how the settings in the Insurance Company reference affect your claims.

Once you have set up your form, select the procedures you wish to print on the claim, then go to the Print menu and select Create Insurance Claim. This option will be dimmed if the patient does not have any active insurance information.


The claim creation window will open. The top of the claim creation window is devoted to options that apply generally to creating claims. These options are found under "Would you like to print a statement or create an insurance claim?"

  • The Print Statement checkbox can be checked to print a statement with the claim. The form used can be set in the Statement Form menu.
  • Create Insurance Claim will be checked by default and is necessary to create an insurance claim.
  • The Export Clinical Summary to Patient Portal checkbox is checked by default and sends a copy of the Clinical Summary to the purchased Patient Portal.
  • When checked, the Print Clinical Summary for Patient checkbox triggers a prompt from which the patient's Continuity of Care Record can be printed. Uncheck the box to discontinue the prompt permanently.

The claim table below these options sets the options for the specific claim to be created. In the claim table, confirm the correct insurance information is listed in the Insurance Carrier and Other Insurance menu. If you wish to use a form other than your default, you can select it from the Form/Template menu. This is useful if you generally send eClaims to a company, but wish to send a paper claim for a special situation.

You can also choose a Prior Auth to print on the claim, if one is entered in the patient's incident. Click here for more information on setting up prior authorizations.

To the right of the Prior Auth menu are two checkboxes: Accept and Secondary. Check Accept if you wish to "Accept Assignment" on the claim. Check Secondary if this is a secondary claim.

If you see multiple claims listed when you only intended to create one, this indicates there is some issue putting all procedures on one claim. The reason for the split will be listed to the far right of the claim table (you may need to scroll over to see this information). Common claim split reasons include: too many procedures for one claim, too many diagnosis codes for one claim, or different facilities or providers for procedures on the claim, to name a few.

The two tabs below the claim table address Claim Detail and Procedures. Claim Detail lists the name and address of the insurance carrier you are sending the claim to. Procedures lists the procedures that will be printed on the claim.

The Also print cross-over claim to checkbox and related insurance menu can be set to create a crossover claim when the primary insurance will send the secondary the claim information. This option must be manually checked. For more on crossover claims, please see the Crossover Claims section.

Check the Just Print, Don't Save checkbox to generate a claim without adding an Insurance Claim line item to the patient's ledger.

When you are finished setting your claim options, click OK to generate the claim.

Print Insurance Tracer
Print Insurance Tracer allows you to create a form to send to an insurance company to indicate you originally billed particular procedures on a particular date (generally by the timely filing limit).

Before you can use this feature, you must make sure you have an insurance tracer form activated and set as your default in Preferences.

Once you have configured your form, you can print an insurance tracer by selecting a claim in the patient's ledger, then going to the Print menu and choosing Print Insurance Tracer.

Print Encounter Form
Before you can print an Encounter Form (also known as a Care Slip or Super Bill), you must configure your form in References.

Click here for more information on creating a care slip. Once you have set up your form, you can print an encounter form for a patient by selecting Print Encounter Form from the Print menu in the patient's ledger.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request