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The Home screen will give you an overview of the patient’s account
At the top will be the different functions that you can perform on the patient’s account
On the top right hand side will show the totals of the Patient’s account breaking it down by Insurance Balance, Patient Balance, total balance and Unapplied Credit.
The page will default to the last 60 days but can be changed .by editing the “From Date” in the filter
There will also be an option to select filters such as: type of charge, date range, provider or case.
There will also be an option to click on each column header to rearrange the order of the column.
There will be a drop down that will allow you to select the Live View, View All, Archived
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