This is where you can manage patient accounts, delete/revert patient payments & further customize certain aspects such as using Extra Charges or UAC's to manage Pre-Pay packages.
Patient Account is where you can manage your patient’s accounts, delete/revert payments, print ledgers/statements & more. Each time an action is complete, the page will now auto refresh to show you the most up to date information.
To Search For a Patient:
When clicking on Patient Accounting the global search will come up to search your patient by:
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Search bar where you can search either first or last name
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.
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To Switch Between Patient’s Profiles:
Here you will click on the top left hand side that says “Back to Patient Search”. This will take you back to the global search to search for your next patient.
Home Screen of Patient Accounting:
The
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home screen
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At the top will be the different functions that you can perform on the patient’s account
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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.
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The page will default to the last 60 days but can be changed.
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There will also be an option to select filters such as: type of charge, date range, provider or case.
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There will also be an option to click on each column header to rearrange the order of the column.
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There will be a drop down that will allow you to select the Live View, View All, Archived
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Archive
Refile
Preview Statement
Delete
Preview Account Ledger
Make Patient Responsible
Make Payment
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For the UAC you will be able to transfer the payment
For a visit you will be able to individually: Edit, Archive, Refile, Close, Edit to add notes only, delete or pin.
For Extra Charges you will be able to deduct a visit or delete.
by default will display the most recent encounters (max up to 30).Different functions can be performed by the buttons at the top, the action column or the filter table.
Bulk Actions will now be available right in the patient’s account
Auto Archive
All dates of service/extra charges with a $0 AR balance will auto archive after 12 months.
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To pin you will select the ⋮ and select pin
To unpin you will select ⋮ and unpin
Encounter Details
Encounter Details will show you all of the details of that date of service/extra charge.
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At the top you will see the Insurance Balance, Patient Balance, Total Charge, and Copay amount. The copay amount will be able to be selected or deselected straight from the Encounter Details.
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Down the left hand side of the screen you will see the Patient’s Name, Provider name, Insurance Company, Encounter Date, Dx codes, Notes, and Case.
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If there is a note attached to the Date of Service, you will be able to click on the encounter date to view that note.
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Each column will be able to be clicked on to rearrange.
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You will be able to select certain check boxes such as patient payment or patient adjustment and delete if needed to remove that payment/adjustment.
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Payments will show up in green
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Any edits or refiles will show up in Red
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In the action column you will be able to convert a payment to a UAC, Add a note to a CPT code
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have a more enhanced view allowing you to select/deselect copay, view the signed note for that DOS, convert a payment to a UAC and view all the details.
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