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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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