Account Balances

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.

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 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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