Export
Take the ledger wherever the case lives.
Excel
Santos_MedicalSpecials_Ledger.xlsx
5 providers · billed, allowed, plan paid, patient owes · missing bill in red · bill and EOB page on every line
- AProvider
- BService
- CDate of service
- DBilled
- EAllowed
- FPlan paid
- GPatient owes
- HStatus
- IBill file
- JEOB page
- KNote
Clio / CasePeer: soon
Send the packet and the ledger straight into the matter. Until then, attach the Excel.