Patient Account: Overview

Version 14.19
The Patient Account window merged with the Patient Chart for easier convenience with the creation of OP 19. Since the Help Center supports both OP 14 and OP 19, the account functions within the patient chart for OP 19 will still be referenced at the same Help Center locations as OP 14.

About Patient Account: Overview

Path: Clinical tab > Patient Chart button > Summary (Account group)
Path: Practice Management tab > Patient Chart button > Summary (Account group)
Path: Billing tab > Patient Chart button > Summary (Account group)

The Patient Chat 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 Overview button provides an overview of the patient's account.  This includes:

  • Basic demographics
  • A list of family members (which opens the Patient Register form when selected)
  • The full contents of the Billing Note from the Register Form (which opens the Patient Register: Notes and Coordination of Care window when selected)
  • A summary of charges and aging
  • A synopsis of patient responsibility based on the primary insurance policy
  • A list of the patient’s open claims (which opens the Claims tab when selected)
  • A list of due and overdue tasks

Patient Account: Overview Map

Number
Section
Description

1

Overview button

The Overview button opens the Account Overview window in the patient's chart.

2
Account Overview InformationThe Account Overview Information fields display the patients basic billing information including:
  • Primary Care Provider
  • Primary Insurance
  • Status
  • VFC
  • Copay information
  • Statement recipient and delivery methods
  • Credit Card on file information
3
Financial Family
The Financial Family lists patients that have the same guarantor.  The guarantor is selected on the insurance tab for the patient and is in bold text in the Financial Family list.
4
Charges/Aging
The Charges/Aging Panel displays a summary of charges and aging for the patient, family, and insurance.  This includes charges, credits, and aging information.  The left column displays the patient/family financial responsibly/credits.  The right column displays the insurance responsibility/credits.
5
Open Claims
The Open Claims field displays a list of the patient's open claims.  Clicking this field open the Patient Account: Claims tab. The Patient and Family radio buttons narrow the parameters for the displayed information in the patient’s account overview.  Information can be displayed based on patient only or family.
6
Due/Overdue Tasks
The Due/Overdue tasks panel lists the patient's outstanding tasks.
7
Billing NotesDouble-click on the Billing Notes box to open the Patient Register: Notes and Coordination of Care window.  Account notes for that patient can be entered in this location.  You can include a 'stop code' in billing notes that require review by the front desk or staff who will be scheduling appointments or checking in patients. Insert a stop code ("@@") at the beginning of a billing note about the issue. The next time the front desk staff attempt to schedule or check-in the patient, the note will appear on the screen.
Version 14.10

About Patient Account: Overview Tab

Path: Smart Toolbar > Account button > Overview 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 Overview tab provides an overview of the patient's account.  This includes:

  • Basic demographics
  • A list of family members (which opens the Patient Register form when selected)
  • The full contents of the Billing Note from the Register Form (which opens the Patient Register: Notes and Coordination of Care window when selected)
  • A summary of charges and aging
  • A synopsis of patient responsibility based on the primary insurance policy
  • A list of the patient’s open claims (which opens the Claims tab when selected)
  • A list of due and overdue tasks

Patient Account: Overview 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
Demographic/Patient Responsiblity
The Demographic/Patient Responsiblity fields display the patients basic billing information including:
  • Primary Care Provider
  • Primary Insurance
  • Status
  • VFC
  • Copay information
  • Statement recipient and delivery methods
  • Credit Card on file information
4
Financial Family
The Financial Family lists patients that have the same guarantor.  The guarantor is selected on the insurance tab for the patient and is in bold text in the Financial Family list.
5
Charges/Aging
The Charges/Aging Panel displays a summary of charges and aging for the patient, family, and insurance.  This includes charges, credits, and aging information.  The left column displays the patient/family financial responsibly/credits.  The right column displays the insurance responsibility/credits.
6
Open Claims
The Open Claims field displays a list of the patient's open claims.  Clicking this field open the Patient Account: Claims tab.
7
Due/Overdue Tasks
The Due/Overdue tasks panel lists the patient's outstanding tasks.
8
Billing NotesDouble-click on the Billing Notes box to open the Patient Register: Notes and Coordination of Care window.  Account notes for that patient can be entered in this location.  You can include a 'stop code' in billing notes that require review by the front desk or staff who will be scheduling appointments or checking in patients. Insert a stop code ("@@") at the beginning of a billing note about the issue. The next time the front desk staff attempt to schedule or check-in the patient, the note will appear on the screen.