If you are using QuicDoc for your clinical records and Office Therapy for your billing. You can view the Office Therapy Ledger for a selected client within QuicDoc. Be sure the path to Office Therapy is set in Preferences.
When you select a client with records in Office Therapy, a Ledger button appears on the QuicDoc toolbar. Click the Ledger button to display the client's ledger and current balance from Office Therapy.
If the Ledger button is not visible, the selected client is not in Office Therapy. If you are setup with automatic export, all QuicDoc clients will have records in Office Therapy. Otherwise, you will have to manually import the client(s) from within Office Therapy. See Office Therapy Help for information on importing from QuicDoc.
To Hide the Ledger
You can set the option to hide or to view the Office Therapy Ledger in QuicDoc. This can be set individually for each QuicDoc user. The option to hide the ledger is set in the Access Levels window.
In the User window, click Set user access levels on the Tasks taskbar. Click on Office Therapy Ledger at the bottom of the list.
Click the checkbox to Hide the ledger.
What the Ledger Shows
The Ledger in Office Therapy acts as the transaction center. In QuicDoc the Ledger is Read-Only and shows the following:
All transactions are listed by date, in descending order, in the Action column including charges, payments, adjustments, refunds, insurance write offs, and check returns.
All responsible parties are listed in the Party column.
The Amount column shows the amount of a charge, payment, or other action such as a refund. Payment and adjustments are listed as negative amounts ($75.00).
Amounts listed for Fee Reduction are automatically calculated in the Standard Charge for the Client Setup in Office Therapy. They are based on the Provider fee and the Insurance Allowed rate for the service as entered in Office Therapy.
The amounts listed for Adjustments are those entered in the Billing Distribution section of the Office Therapy Charge window.
The Net Charge, the Amount Paid, and the Amount Due are listed for each charge. The Ledger in QuicDoc also displays the client's current balance.
See Also