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Patient Account Information

The information under the "Account" tab of a patient record is automatically generated by the system once the patient is established within the practice. You can view patient charges, transactions, payments, statements, appointments and encounters. You can print reports based on special filters and you can reprint copies of recently printed paper claims. You can add notes within this screen and attach them to individual charges, the patient journal, and to patient statements. And, lastly, you can change the collection category for a patient.

To learn how to work with this screen, see the separate help topic entitled View Patient Account.

Note that the only difference between the screen that can be viewed under the "Account" tab of the patient record and the screen that is displayed in the View Patient Account task is that the screen under the "Account" tab of a patient record does not include a patient selector field since the patient record is already open. Also the button commands that appear on the second row of the Button Bar under the "Account" tab of a patient record relate to the entire record; this row of buttons will not appear in the View Patient Account task.

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