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.
Related Articles
POPS Collection Balances
Collection balances can be displayed in the POPS Portal. Collection Payments cannot be made through the POPS Portal. Payments can still be made on non-Collections balances when there is a Collection balance. Show Collections must be enabled in the ...POPS Account
Account Using the Account link, the Guarantor can get a complete view of their Visits, Payments, Statements, and Balances. Select Account. Amount Due: This is the amount due on this Statement. Last Statement: The amount that was due on the previous ...POPS: Full Portal Overview
Home Account Appointments Pay Receipts Statements Home The Home page is an overview of the POPS Portal, letting the Portal User know if they have a new Statement, an existing Balance, and provides the option to navigate to each additional POPS Page. ...Old PM Patient Balances: Balance Forward
Most groups have Patient balances to bring forward from their old system. The benefits of moving the balances are reducing time spent in two systems and the ability to send just one Statement to each Guarantor. The balance should be written off in ...Patient Copay/Account Payment from Appointment
The payment could be a Copay only or a combination of a Copay and Payment on Account. Patient Copay entered on the Appointment Screen Select the Appointment from the Calendar. On the Appointment screen, select the Copay link. If a Copay amount is ...