3.0 Patient Accounting: Managing Patient Accounts

Owned by Joanne H
Last updated: Dec 01, 2024
1 min read

Patient Account is where you can manage your patient’s accounts, delete/revert payments, print or email ledgers/statements & more.  Each time an action is complete, the page will now auto refresh to show you the most up to date information.


Home Screen of Patient Accounting: The home screen 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.

Pin Visits/Extra Charges
Any item in the patient’s account is now able to be pinned to the top of the table.  You are able to pin up to 5 visits/extra charges.

  • To pin you will select the ⋮ and select pin

  • To unpin you will select ⋮ and unpin 


Encounter Details 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.