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Patient Chart: Disclosures

Version 14.19

About Patient Chart: Disclosures Tab

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Disclosures

The Disclosures window in a patient's chart displays the statements and claims that were generated and transmitted out of OP for the specific patient. All patient statements that were sent are listed as Patient in the Recipient column and include the date of when the statement was sent and the staff member who sent it. Claims are displayed with 837 Processor or Insurer in the Recipient column and also include the date and staff member as well as the claim batch number.

Patient Chart: Disclosures Tab Map

Number
Section
Description

1

Disclosures button

The Disclosures button opens the Disclosures window in the Patient Chart.

2

Print buttonThe Print button prints the patient's Disclosure grid.
3
Disclosures GridThe Disclosures grid displays the information for the patient statement(s) and claim(s) that were sent.
Version 14.10

About Patient Account: Disclosures Tab

Path: Smart Toolbar > Account button > Disclosures tab

The Patient Account window maintains a patient’s account.  Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

The Disclosures tab displays the patient statements that were sent.  All patient statements that were sent will be listed as Patient in the Recipient column. You can also see the date of when the statement was sent and the person who sent it.

Patient Account: Disclosures Tab Map

Number
Section
Description

1

Patient Account tabs

The Patient Account contains the following tabs:

2

Scope
The Scope field narrows the parameters for the displayed information in the patient’s account.  Information can be displayed by patient or family.
3
Disclosures GridThe Disclosures grid  displays the patient statements that were sent.  All patient statements that were sent will be listed as Patient in the Recipient column. You can also see the date of when the statement was sent and the person who sent it.