What type of document should be used to track charges and payments post-visit?

The patient ledger is the appropriate document for tracking charges and payments post-visit. It serves as a comprehensive record that lists all financial transactions related to a patient's account, including charges for services rendered, payments made, adjustments, and outstanding balances.

This document allows healthcare providers to maintain an accurate account of each patient's financial activity over time, ensuring that all charges are accounted for and payments are properly documented. It is essential for managing the financial aspects of patient care and for generating billing statements or invoices as needed.

Other documents like the patient information form are primarily used for collecting demographic and insurance information prior to service delivery, not for tracking financial transactions. The charge slip is typically used at the time of service to document the specific services rendered and their associated costs, but it does not track payments after the visit. A payment agreement outlines the terms under which a patient will pay for services, but it does not function as a record-keeping tool for ongoing financial transactions post-visit.