Patient Account Management

Patient Account Management

Patient Account Management

Use the Patient Account Management form to review a patient’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 patient.
  • Rollup summaries:
    • Total invoiced
    • Total payments
    • Total adjustments
    • Total credits
    • Current balance

Common workflow

  1. Select a patient to load the account history.
  2. Highlight one or more transactions to review or act on.
  3. 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.
  • 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.


Idea

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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