Patient Account Basics


Viewing a Patient's Claims
The steps below will teach you how to review a claim for charge and payment history.
View a Patient's Credit History
Click the ´╗┐Patient Account button . In the search box choose a patient if necessary. Click the Credits tab´╗┐.
Entering a Refund
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.
View a Family Account Balance
Family account balances can be viewed on both the Patient Directory window and the Patient Account window (of any family member).
Write an Account Note
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.
Editing a Claim
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.
Voiding a Claim Payment
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).
Unapplying Applied Payments to a Claim
This process requires using both the Review Patient's Claims form (Claims tab) and the Patient's Credit Account.
Posting a Patient Payment
Posting a patient payment includes direct payments for balances or applying credits.
Issuing a Patient Refund
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.
Print a CMS-1500
Claims in Office Practicum can be dropped to paper at anytime from the Patient Account.