Patient Account: Tasks

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: Tasks

Path: Clinical tab > Patient Chart button > Tasks
Path: Practice Management tab > Patient Chart button > Tasks
Path: Billing tab > Patient Chart button > Tasks

The Patient Chart 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 Tasks window creates tasks on the patient’s account.

Patient Account: Tasks Map

Number
Section
Description

1

Tasks button

The Tasks button opens the Tasks window in the patient's chart.

2
New Order
The New Order button adds an order to the patient's account using the Order Worksheet.
3
New Task
The New Task button opens the Add Tasks to a Patient's Checklist window.  This add a single task to the patient's chart.
4
Edit button
The Edit (pencil icon) button edits a selected task in the Task List grid.
5
Delete button
The Delete button removes a selected task from the Task List grid.
6
Show radio buttons
The Show radio buttons determines what is viewable in the Task List grid.  Select Incomplete only to display tasks that still need to be completed.  Select All to show all tasks in the task list grid.
7
Expand grid
The Expand grid checkbox expands and collapses the categories within the Task List grid.
8
Task gridThe Task List grid lists the tasks on the patient account.  Tasks that can be viewed in this grid is determined by the Show radio buttons.
Version 14.10

About Patient Account: Tasks Tab

Path: Smart Toolbar > Account button > Tasks 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 Tasks tab creates tasks on the patient’s account.

Patient Account: Tasks 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
+ Orders
The + Orders button adds an order to the patient's account using the Order Worksheet.
4
+ Task
The + Task button opens the Add Tasks to a Patient's Checklist window.  This add a single task to the patient's chart.
5
Edit (Pencil icon) button
The Edit (pencil icon) button edits a selected task in the Task List grid.
6
Delete (Minus icon) button
The Delete button removes a selected task from the Task List grid.
7
Refresh button
The Refresh button refreshes the Task List grid.
8
Show radio buttons
The Show radio buttons determines what is viewable in the Task List grid.  Select Incomplete only to display tasks that still need to be completed.  Select All to show all tasks in the task list grid.
9
Expand grid
The Expand grid checkbox expands and collapses the categories within the Task List grid.
10
Task gridThe Task List grid lists the tasks on the patient account.  Tasks that can be viewed in this grid is determined by the Show radio buttons.