Account Balances
Patient Account Balances on the Patient Dashboard
Guarantors panel
- Balance
- Last Payment Date and Amount
- Payment Plan Remaining
- Escrow (receipts that have not been posted)
- Dunning Count
Balance Panel
- Patient field
- Responsible Party (Patient/99) displays the patient balance with aging.
- Select the (Patient/99) link to see only the encounters with a patient balance in the window below.
- Select the (Patient/99) link to see only the encounters with a patient balance in the window below.
View detailed breakdown
In the Encounter area, select the plus symbol (+) to expand for more detail which includes:
- CPT, DOS, Dx link, Insurance, Charge, Payments, and Adjustments. (To see more detail, select the Encounter number link.
- Hovering over View in the Add'l Info column will display:
- Encounter #, Post Date, Rendering, Billing and Referring Providers, Facility, POS, Reference Batch and status, Case, Stmt Type.
- Encounter #, Post Date, Rendering, Billing and Referring Providers, Facility, POS, Reference Batch and status, Case, Stmt Type.
- Encounter Count: By default, this shows the number of encounters with a balance. If you want to view all encounters including zero balance encounters, select the box beside Include Zero-Balance Encounters.
Guarantor Account Balance
- Select the Guarantor's Name in the Guarantors Panel.
- Balance
- Last Payment Date and Amount
- Escrow (receipts that have not been posted)
- Dunning Count
- Payment Plan Note
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