Balance Panel Features

Navigation Links

Post Charge

Opens the Post Charge screen to add a new Charge for the Patient.

ERAs

Shows the number of ERAs, and the link opens the existing ERA List that is associated with the Patient.

Cases

Shows the number of Cases, and the link opens the Cases screen with a list of existing Cases with the ability to:

• Search for a Case;
• Add a new Case;
• Modify an existing Case.

Receipts

Shows the number of Receipts and opens the Receipt History screen with a list of existing Receipts with the ability to:

• Search for Receipts for the Patient;
• Add a new Receipt;
• Modify an existing Receipt.
• If the Period is closed, modifications are limited.

Post Payment

Opens the Add Patient Receipt screen.

Post Adjustment

Opens the Post Adjustment screen.

Mass Write Off

Opens Mass Write Off in a new tab.

Post Refund

Opens the Create a Refund Receipt screen.

Patient Ledger

Opens the Patient Ledger with the ability to Save, Schedule, and Output a printable version.

Service History

Opens the Service History pop-up window which displays limited information about all the Encounters for this Patient.

• Use the Filter Criteria, such as selecting the Billing Provider, to narrow the list.
• Select the interactive link in the Encounter column to open each Encounter.
• Hover over View to see additional information about the Encounter.

Payment History

Opens the Payment History screen.

• Filter Criteria can be used to narrow your search.
• Use the Interactive Encounter # to open each Encounter.
• Select the Receipt link to open the Receipt for the Payment.

• The EOB links opens the ERA Remit or the EOB that is created from a manually posted Insurance Payment.
• Reference Batch number is in the Batch/Period column.
• Print the Payment History by exporting to a PDF or as an Excel spreadsheet.

• Use the Print icon to print.

POPS

• Opens the admin-facing POPS screen. *This is a premium add-on feature.

Financial Section

Totals owed are broken down by the entity responsible for the Payment and Patient Payments that have not been posted (Escrow).

High Level Breakdown of Balances

This section of the Balance Panel displays a high-level breakdown of balances due on all Encounters for this Patient by:

Responsible Party

The Responsible Party section displays only the Parties that have an outstanding balance and is broken down by aging groups, including a Total Column.

• If a Responsible Party link is selected, only those Encounters will display in the Encounters section.

• To display Encounters for all Responsible Parties again, select the Total link in the last Aging Column.

Display of Conditional Options

These are checkbox options that may be in the Balance panel. Whether these items display is totally dependent on something being in that category.

• Example 1:

• If there are no Undone Transactions, Include Undone Transactions will not display.

• Example 2:

• If any Encounters have been Reversed, Include Reversed Encounters will display as an option in the Balance Panel.

Conditional Options

• Include Reversed Encounters
• Include Undone Transactions
• Include Zero-Balance Encounters

• These are Encounters that no longer have an outstanding balance.

• Only Collection Encounters

• The only Encounters will display are the ones in Collections.

Actions

There are Actions that can be done for multiple Encounters at once.

• Select the Action from the dropdown list, select the Encounters to change, and Apply the Action.

• Change Dunning Count: Select this option, select the Encounters to change, and select Apply.

• This opens the Change Dunning Count pop-up window. 

• Change Statement Profile: Select this option, the Encounters, and Apply. This opens the Change Statement Profile pop-up window. Here you can choose an existing Statement Profile to assign to this Encounter.
• Send to/Remove from Collections: Select this option, the Encounters, and Apply. This opens the Send to/Remove from Collections pop-up window. Select either Send Encounters with Patient Balance to Collections or Remove Encounters with Collection Balance from Collections, and select the Collection Agency.
• Print Claim: Select this option, the Encounters, and Apply. This opens the Print Claim pop-up window. Choose the claim to print, and set your printing options.
• Transfer Balance to Patient: Select this option, the Encounters, and Apply. This transfers the balance to the patient. Add a note and select Save.
• Change Guarantor: Select this option, the Encounters, and Apply. This opens the Mass Encounter Function pop-up window. Select the Guarantor from the dropdown list.
• Attach/Resolve Tags: Set this option to attach or resolve Tags on multiple Encounters.

Encounters Section

Encounter number: Opens the Encounter Dashboard for this Encounter.

• See Patient Encounters for more information.

Patient Encounters

By default, the Patient Dashboard displays all Patient Encounters with a balance, credit balance, or marked as Incomplete.

Include Zero-Balance Encounters

Select the checkbox to Include Encounters that have reached a zero balance.

Include Reversed Encounters

To include Encounters that have been reversed, select the Include Reversed Encounters box.

View

See Additional Encounter details by hovering your cursor over View.

To go to an Encounter from the Patient Dashboard, select the Encounter number.

View Specific Encounters for a Responsible Party

Select the Responsible Party to view only the Encounters with balances for that party.

• In the following example, Aetna was chosen as the Responsible Party, and the only Encounters displayed are Encounters that have an Aetna balance.

Aging Days

Select the aging timeframe to view Encounters of that timeframe only.

Select Aging without choosing a Responsible Party.

• Example

• 31-60 days was chosen.
• The results are the balances for 31-60 days for all Responsible Parties.