For tax purposes, patients call during tax season for the previous years' out-of-pocket spending. There should be a report to run for each patient and/or family with the total during a selected date range. Other software systems have this option. It would be great to have this implemented. The current report only shows the current year's out-of-pocket. So if ran in January, it would show only amounts paid out-of-pocket from Jan 1 to the current date.
Chelsea Drilling
You can access this type of report - Office Manager > Reports > Ledger > Family Ledger
When to box comes up, enter the last day of the year (12/31/2021) as the "Report Date" at the top and the first day (01/01/2021) as the "First Transaction Date" at the bottom. Then choose the guarantor for the family.
This list shows any balance and all payments from insurance AND patients.
You can pull a similar report by choosing "Patient Ledger" instead of "Family Ledger," but the total is not included at the bottom for some reason and would need to be manually calculated.
Hope this helps!