We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

View a Family Account Balance

Version 14.19

Overview

Family account balances can be viewed on both the Patient Directory window and the Patient Account window (of any linked family member). For more information on linking families, visit Linking Families in OP 14.

View a Family Account Balance from the Patient Directory

  1. Click on the Register button to open the Patient Register.
  2. In the Search box  type in the name of the patient and click the Patient Search button .
  3. Click on the Family tab. This button will show the patients who have the same mother or father or are marked as residing with the selected patient.  

View a Family Account Balance from the Patient Account

  1. Click on the Account button .
  2. View Family Owed under Charges/Aging. The Family Owed amount includes the balance due from the patient you are viewing.

Version 14.10

Overview

Family account balances can be viewed on both the Patient Directory window and the Patient Account window (of any linked family member). For more information on linking families, visit Linking Families in OP 14.

View a Family Account Balance from the Patient Directory

  1. Click on the Register button to open the Patient Register.
  2. In the Search box  type in the name of the patient and click the Patient Search button .
  3. Click on the Family tab. This button will show the patients who have the same mother or father or are marked as residing with the selected patient.  

View a Family Account Balance from the Patient Account

  1. Click on the Account button .
  2. View Family Owed under Charges/Aging. The Family Owed amount includes the balance due from the patient you are viewing.