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After you create your crosswalk entries, you can export billing and payment data associated with each crosswalk. The application generates a .zip file containing the exported data in two the following comma-separated value (.csv) files named :
- billing_data.csv
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- : contains submitted claim amounts (revenue recognized)
- cash_data.csv
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- : contains cash, check, insurance, and patient payments received (revenue realized)
DrCloudEHR downloads the files to your computer. Open the files and import the data from these files into your general ledger system.
- Click the Account Ledger tab, and then click Export.
- Select the month and year that correspond to the accounting period for which you want to export data.
Click Search to load the data for the selected accounting period.
The following image shows a summary of the export data for each crosswalk. For each claim or payment included in the data, the GL Account column contains two accounts. The account number in the first row is the Revenue or Cash account number as defined in the crosswalk. The second row contains the A/R account number.
- Enter a title for the export.
- Click Export. The application generates a .zip file containing two .csv files, and downloads the files to your computer.
The Export button is disabled if the data contains entries without general ledger account numbers. Click the Download Records with missing GL A/C button to download the entries that contain missing account numbers.
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