The Account Module is where the patient's finances are organized. Accounts are tracked on a patient basis, not a family basis.
A list of all family members appears under Select Patient on the right. Single click on a family member to quickly switch patient accounts.
To give you as many choices as possible, there is not a close out process at the end of the month to put procedures into history. Instead, if you don't want previous entries to be altered, assign Security 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 are calculated the same way as in the Treatment Plan module.
Running balances never take into account pending insurance estimates. The estimated balance after insurance pays can be seen at the top next to aging. If your office does not accept insurance assignment of benefits, and you always wish the patient to pay the full amount regardless of the insurance estimate, then go to Account Module Setup and check the box for "Balances don't subtract insurance estimate". This option is rarely used.
All Patient Payments can be Split between different family members or between different providers. Splits can even be attached to procedures and applied to other families. For Insurance Payments, enter the payment for each patient separately, then create the check that combines payments for multiple patients.
Credit Card Manage: See Credit Cards.
Select Patient: Lists all family members. Click on a patient to select.
To filter results in the Patient Account grid by date, select a date range. If you enter a start or end date manually, click Refresh to update the results.
Show Proc Breakdowns: Display additional financial information in the description column for each procedure (e.g. patient portion, insurance paid, writeoff, adjustment). To show the breakdown on statements, select "Show procedure breakdown" in Manage Module Setup.
Show Family Comm Entries: Show Commlog entries for the entire family rather than just for the current patient.
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