Patient account is a consolidated view of the charges billed and the claims generated for the patient till date.
Choose Patient Account from the left main menu.
Select the patient from Patient field by entering the first 3 letters of the Last Name or the MR#.
Enter the Case# to view the encounters and details under the selected case.
Enter DOS Date Range to view the encounters in the selected date range.
Patient Information like DOB, Address, Phone, E-Mail, etc. are shown under the Patient Info group.
Click on the Patient Name or the MR# link on the Patient Info group to view/edit the Patient Master details of the selected patient.
Select the Installment Plan button to add/edit installment plans for the selected patient.
The financial details like Aging Details, Last Claim Date, Last Claim Sent To information, Last Stmt. Sent Date, Last Payment Received Date, Visit and Appointment Details, etc. will be displayed under the group Financial. This group also contains fields like Billed Amount, Paid Amount, Adjustment, Balance, On-Account, Refund Amount.
The Case and Encounter Details of the selected patient is displayed on the bottom of the page.
The Case details include the Case#, Insurance companies, Case Name, Case Type, Patient and Insurance Balance, etc.
Click on the icon against the case details shown to edit that case details.
The Encounter details include the POS, Service Location(SL), Rendering Provider(RP), Authorization#, Co-Pay & Deductible Amounts, Admission & Discharge dates. Encounter line details like CPT, Line Level DOS, Diagnosis Pointers, Modifiers, Units, Amounts, Line Status, Line Level Accounting Date, etc.
Click on the icon against the Encounter details to edit the Encounter level details.
Click the Save button to save all modifications done.