# Itemized ledger with descriptions **URL:** \ **Category:** Management and Administration\ **Created:** [May 14, 2014, 7:53pm UTC](https://community.open-emr.org/t/itemized-ledger-with-descriptions/1285 "2014-05-14T19:53:30Z")\ **Posts on this page:** 7\ **Page:** 1
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [May 14, 2014, 7:53pm UTC](https://community.open-emr.org/t/itemized-ledger-with-descriptions/1285/1 "2014-05-14T19:53:30Z")
**[bobterwill](https://sourceforge.net/u/bobterwill/)** wrote on [Wednesday, May 14, 2014](https://sourceforge.net/p/openemr/discussion/202505/thread/824e52b4/#79c8): We’re trying to figure out a way to do an itemized ledger, preferably broken down by date, showing all the charges/payments/whatever for dates, along with a description for each line item. Right now we can get something moderately close by pulling an EoB for all dates of service for a patient, but that seems to just show procedure codes under the descriptions. So is this something that’s in the system that we’re overlooking, or do we need to look to have someone work something up for us? ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [May 14, 2014, 8:41pm UTC](https://community.open-emr.org/t/itemized-ledger-with-descriptions/1285/2 "2014-05-14T20:41:00Z")
**[fsgl](https://sourceforge.net/u/fsgl/)** wrote on [Wednesday, May 14, 2014](https://sourceforge.net/p/openemr/discussion/202505/thread/824e52b4/#2585): The Billing View of Past Encounters and Documents will display dates, CPT/ICD codes, charges, paid amounts, adjustments, balances and insurers. Customization will be necessary to add descriptions. ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [May 14, 2014, 9:42pm UTC](https://community.open-emr.org/t/itemized-ledger-with-descriptions/1285/3 "2014-05-14T21:42:26Z")
**anonymous** wrote on [Wednesday, May 14, 2014](https://sourceforge.net/p/openemr/discussion/202505/thread/824e52b4/#602a): Hi Robert, This is something we use often in our practice. The ledger can be found in Fees \> Billing \> EOBs (to the right of search criteria). Search for a patient then select the dates you wish to include on the ledger. Unfortunately, the description of procedures is not included. It will only show the CPT code billed. You would need to do some customization of /sites/default/statement.inc.php to add code descriptions. Edit: I should have read your entire post. Seems you already found the EOB ledger. ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [May 19, 2014, 2:07pm UTC](https://community.open-emr.org/t/itemized-ledger-with-descriptions/1285/4 "2014-05-19T14:07:27Z")
**[bobterwill](https://sourceforge.net/u/bobterwill/)** wrote on [Monday, May 19, 2014](https://sourceforge.net/p/openemr/discussion/202505/thread/824e52b4/#d0af): I’d poked around a fair bit in it and hadn’t found anything beyond the EOB ledger, so that’s kind of what I was expecting. Thanks for letting me know ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [May 20, 2014, 9:56am UTC](https://community.open-emr.org/t/itemized-ledger-with-descriptions/1285/5 "2014-05-20T09:56:41Z")
**[teryhill](https://sourceforge.net/u/teryhill/)** wrote on [Tuesday, May 20, 2014](https://sourceforge.net/p/openemr/discussion/202505/thread/824e52b4/#764f): I did this for a client . I have included an attachment, ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [June 6, 2014, 4:54pm UTC](https://community.open-emr.org/t/itemized-ledger-with-descriptions/1285/6 "2014-06-06T16:54:59Z")
**[bobterwill](https://sourceforge.net/u/bobterwill/)** wrote on [Friday, June 06, 2014](https://sourceforge.net/p/openemr/discussion/202505/thread/824e52b4/#46e5): Sorry it’s been a while since getting back here. I don’t know if that’s quite what we need, but if you’re interested I can put something together pretty quick and you can see if it’s something you’re willing to take on. If you’d like, you can reach me at [knct@hotmail.com](mailto:knct@hotmail.com) ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [June 7, 2014, 12:07am UTC](https://community.open-emr.org/t/itemized-ledger-with-descriptions/1285/7 "2014-06-07T00:07:55Z")
**[teryhill](https://sourceforge.net/u/teryhill/)** wrote on [Saturday, June 07, 2014](https://sourceforge.net/p/openemr/discussion/202505/thread/824e52b4/#c8ac): Robert I sent you my e-mail contact