What document records all charges or services rendered, payments made, and adjustments with specific dates?

The patient ledger is an essential document in medical office management that provides a comprehensive record of a patient’s financial transactions. It captures all charges for services rendered, payments made by or on behalf of the patient, and any adjustments that need to be reflected. Each entry in the ledger is associated with specific dates, providing an accurate chronological record of the patient's financial history.

This document serves multiple functions, including tracking patient balances, managing accounts receivable, and aiding in the financial analysis of the practice. The organized structure and detailed entries make it indispensable for both administrative and billing purposes, allowing for efficient communication between the practice and the patient regarding their financial activities.

In contrast, the other options do not encompass the complete financial history related to patient care. For instance, a practice management system is software that may house various functionalities, including scheduling and billing, but does not specifically focus on the detailed financial record of individual patients. A charge slip typically records specific charges for a single visit, while a journal may document various financial transactions but lacks the specificity related to individual patients that a patient ledger provides.