Client Account Management
Client Account Management
Use the Client Account Management form to review a client’s complete financial history and take action on invoices and related transactions. The form provides running summaries of Invoices, Payments, Adjustments, Credits, and the current Account Balance.
What you can see
- Full transaction history for the selected client.
- Rollup summaries:
- Total invoiced
- Total payments
- Total adjustments
- Total credits
- Current balance
Common workflow
- Select a client to load their account history.
- Highlight one or more transactions to review or act on.
- Use More Options for deeper actions (posting, summaries, audit views).
More Options
- Cases: Associate existing or new cases to selected transactions.
- Documents: Attach supporting documents to selected transactions.
- Payment Posting: Send selected invoices to the Payment Posting form to apply payments, credits, or adjustments.
- Billing Trail: View all transactions directly associated with the selected transaction(s) for audit and research.
- Transaction Summary: Summarize totals (e.g., invoices, payments) for the selected transactions.
- View Per Diem Transactions: Display transactions related to per‑diem agreements for the client.
- Edit Transactions: Make allowed edits to selected transactions (subject to permissions and lab policies).
Best practices
- Use Transaction Summary to validate batch selections before posting payments or adjustments.
- Review Billing Trail when researching discrepancies or client inquiries.
- Keep documents and internal notes attached to relevant transactions for a complete audit trail.
- If you’ll post payments next, send invoices directly to Payment Posting from here to streamline workflow.
Tip: Start from this form when handling client balance inquiries, its summaries and Billing Trail give a quick, end‑to‑end view without switching screens.
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