Any correspondence with either the insurance company or the patient (guarantor) may be attached to the patient's ledger sheet for future reference.  "Notes" related to telephone conversations may also be attached. 

Post Patient Payments:

• Patient payments may distributed "automatically" to any outstanding charges, or applied to a specific line item in the patient's ledger (account).

• Insurance payments may be posted by company (by "EOB") or directly into a patient's ledger (account).