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
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.
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