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  

Total Balances for all Encounters broken down by:

• Insurance: Balance for all Insurances

• Employer: Balance for Employers/TPAs

• Patient: Total owed by Patient

• Collection: Amount in Collections

• Escrow: Payments that have not been applied to an Encounter.

Aging by Responsible Party

• 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.

List of Encounters with Charges and Balances

View detailed breakdown  

• Select checkboxes:

• Include Zero Balance Encounters to see Encounters that have been paid.

• Include Reversed Encounters

• 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.

• In the Encounter area, select the plus symbol (+) to expand for more detail which includes:

• By Line Item: CPT, DOS, Dx link, Insurance, Charge, Payments, and Adjustments.

• Encounter Count, Charges, Adjustments, Patient Payments and Insurance Payments: 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.