Account
Using the Account link, the Guarantor can get a complete view of their Visits, Payments, Statements, and Balances.
- Select Account.
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- Amount Due: This is the amount due on this Statement.
- Last Statement: The amount that was due on the previous Statement.
- Current Balance: The Balance that is due on this Statement plus previous Statement balances that have not been paid plus any Encounters that have Patient Balances after this Statement was created.
- Unapplied Funds: Money that has not been applied to an Encounter.
- Pay Now: Select this button to make a Payment.
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Visits Since Last Statement
The Account Statement screen shows Encounter Details by Facility.
- Visit History link: By Default, this link shows all Visits with an Open Balance.
- Filters are available to enhance your search.
- Hide Current Visits link: Hides all Visits and displays only the Statement History.
- Facility, Provider, and Patient: The Visits are grouped by Facility, by Provider, and by Patient.
- Example: Each one of these will have a separate section. Unique combination
- Facility A with Provider 1 and Patient A
- Facility A with Provider 1 and Patient B
- Facility B with Provider 1 and Patient A
- Facility A with Provider 2 and Patient A
- Visit Details
- Service Date: The Date of the Visit
- Service ID: Encounter number plus the Line Item number.
- Example: 67563-4 (Encounter 67563-line item 4)
- Amount Billed: This is the total amount billed for the specific Line Item.
- Amount Adjusted: Patient and Insurance Adjustments
- Insurance Paid: Amount that the Patient's Insurance has already paid.
- Patient Paid: Payments made by the Patient which includes CoPays and Co-Insurance.
- Remaining Balance: Amount left in Patient Responsibility.
- Second Facility: Listed in a separate section because of the Facility being different but with the same Provider and Patient.
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Visit History
By default, the Visit History shows Encounters with Open Balances.
Use the Filters to narrow your search.
- Date From and To:
- Select a specific Date Range: Shows Visits in the Date Range entered.
- Select a specific From Date: Shows Visits on and after the chosen date and does not show Visits before that date.
- Select a specific To Date: Shows Visits on or before the chosen date and does not show Visits after that Date.
- Select specific Procedure Codes: By default, Select All is chosen.
- Select Open Balances (Default) or All Balances.
- Select a specific Location (Facility): All Locations is selected by default.
- Search button: Select after making the Filter choices.
- Visit History results that display the Filter choices made.
- Select the number of Items to display on a Page.
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Hide Current Visits
Hiding the Current Visits leaves only the Statement History.
- Select the Show Current Visits to display the visits again.
Statement History
By default, the Statement History shows an overview of all Statements.
- Listed by Visit Date with the Visit Amount.
- Includes Paid and Unpaid.
- Select the Hide Paid Statements link to see Unpaid Statements only.
- By default, all Statements display.
- Select the down arrow on each line Statement to display the Statement Details.
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