Why is there a balance in the All tab of a patient ledger and how do I remove it?
Sometimes you will find a ledger on a report that shows as having a balance in the All tab on the ledger, however when you go to the patient's insurance or financially responsible tab on the ledger, no balance is reflected. When you find a ledger like this where there is only a balance when looking at the "All" tab, it needs to be corrected. However, this cannot be revised on the office level - you will need to contact Cloud 9 Support to have the issue corrected.
The first screenshot below shows the balance showing on the all tab of $2,000.00. No other tab in the ledger reflects the balance.
The second screenshot shows the Responsible Party (RP) tab selected, with a zero balance.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.
Incorrect Balance Showing in "All" Tab Only
