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Ledger - Balance Table

Here, the patient's balance is listed. The Insurance Portion and Patient Portion fields list which part of the balance is insurance or patient responsibility, respectively. If an office has configured an Insurance plan for the patient, the balance table breaks down the Account balance by portion and aging bucket.

Note: This only shows the balance information for the Patient and not the entire Account. Account balance information can be found above this table.


Patient Portion
This breaks down the amount owed by the patient. It shows the Open charges associated to the Patient and the time frame in which the amount is owed (how many days the charge has existed on the account).

If Insurance Estimating is used, this number will reflect the expectation of the Portion based on the information entered. The final amount owed once an Insurance claim is closed may differ.

Insurance Portion
This breaks down the amount owed by Insurance. It shows the Open charges associated to insurance and the time frame in which the amount is owed (how many days the charge has existed on the account).

If Insurance Estimating is used, this number will reflect the expectation of the Portion based on the information entered. The final amount paid when an Insurance claim is closed may differ.

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