Account Module  

The Account Module is where the patient's finances are organized. Accounts are tracked on a patient basis, not a family basis. Notice, on the screen shot below, that the family list is on the right side of the screen with each patient balance. You can switch between family members very quickly by single-clicking on a name in the family list. In the main table, you can see that all procedures are automatically grouped by date with their Insurance Claim and related Payments and Adjustments for easy reference.

Running balances never take into account pending insurance estimates.  The estimated balance after insurance pays may be seen at the top next to aging.  If your office does not accept insurance assignment, and you always wish the patient to pay the full amount regardless of the insurance estimate, then go to Module Setup, and check the box at the right that says "Balances don't subtract insurance estimate". This option is rarely used.

All Payments can be Split between different family members if desired. They can also be split between different providers for offices that track collections by provider. Splits can even be attached to procedures and applied to other families.  The Insurance Payments section shows how the process works for checks coming in from insurance.

Typically, the Aging (30/60/90 days past due) is updated daily for all patients. Every time you open a patient's account, the aging is also recomputed for accuracy. You also have the option of calculating aging monthly instead of daily.

To give you as many choices as possible, there is not a close out process at the end of the month which would put your procedures into history. Instead, if you don't want previous entries to be altered, you can use the Security features to assign permissions to users based on date. Older entries can still be changed, but only if you have permission and the correct password.  Procedures themselves are always protected from alteration regardless of your security settings.

To the right of the Aging, hover over the Ins Rem box to see insurance remaining. The amounts that show in the hover window are calculated the same way as the Treatment Plan Module Insurance is calculated.

See the Payment Plans section for information on how to set up a payment plan for a patient. Details for each payment plan for the family will show in a grid at the top of this module.

Under the "show" tab, you can choose the date range of activity to show.

"Show Proc Breakdowns" adds some additional financial information to each procedure in the description column.  To show the breakdown on statements, use the "Show procedure breakdown on statements" option.  Those two options work independently.

"Show Family Comm Entries" shows Commlog entries for the entire family rather than just for the current patient.

You can print a Statement for the family using the button at the top. The statement includes a section for each family member and is almost exactly what you see on the screen. You can also print statements as part of the monthly Billing process. Every time you print a statement, it is recorded permanently.  Double click to view.

There is a splitter between the main account grid and the Commlog below.  You can drag the splitter up or down, so that the Comm log can take up as much or as little space as you want.  At the lower right is the Questionnaire button and the Trojan Express Collect button.

In the example above, a variety of situations were all included for one patient, making the example appear somewhat more cluttered than a normal account would be. If (NoBillIns) is displayed next to a procedure, it simply means that the procedure is marked to not be billed to insurance. This is typical for in-office Procedure Codes and no-fee procedures. 'Unsent' means the procedure still needs to be sent to insurance.