Patient Account Basics

Learn how to view the details of a patient's claims from the Patient Chart.

The Credits section of the patient chart lists patient and insurance credits and debits that have been entered into OP.

To issue a refund, the amount to be refunded (e.g., overpayment, erroneous patient payment) MUST first be entered as a credit in the patient's account.

Family account balances are viewed in the Account Summary section of the patient chart.

The Billing Notes located in the patient's account, can be used to record substantial billing issues, and maintain a chronology of your receivable attempts between the office and the patient.

Having to make a modification to a claim can be an everyday occurrence. The steps below will guide you in making these corrections from the Patient Account.

Claim payments can only be voided from the Patient Account. Whether or not the payment(s) have been included on a daysheet will determine the outcome of the void(s).

This process requires using both the Review Patient's Claims form (Claims tab) and the Patient's Credit Account.

Posting a patient payment includes direct payments for balances or applying credits.

To enter a refund, the amount to be refunded must first be entered as a credit in the patient's account. See How do I add a patient credit for instructions.

Claims in Office Practicum can be dropped to paper at anytime from the Patient Account.