PERMISSIONS: Users with Billing Permissions can access billing accounts.
Billing Accounts are where you will track and manage what patients or a third party owe. Every patient at your clinic has a Billing Account.
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Find a Billing Account
Only patients with a balance will display on the Billing Accounts main page. You can use the search bar on the right to search for the billing account of any patient.
- Click the Billing tab at the top of the screen.
- Click Accounts on the menu on the left.
- Click Billing Accounts.
- Click the name of a Billing Account to open that account, or use the Search field on the top right to search for any Billing Account.
NOTE: The Billing Accounts page defaults to display accounts with balances.
- Click the Visits, Claims, Statement, Uninvoiced, Invoices, Linked, and Notes tabs at the top to navigate within the billing account.
Visits Tab
Click the Visits tab for information on every appointment where a patient was marked as checked-in, including appointment date, service, therapist, claim number, co-pay amount and the amount owed by the patient for the appointment. Click the icons on the right side to create or view a claim, send charges to an account, or view charges.
Claims Tab
Click the Claims tab for information about each claim that has been generated for the patient, including claim number, date, service, status, total amount of the claim, co-pay amount, the amount paid by insurance, adjustments and the amount the patient owes.
Statement Tab
Click the Statement tab to view charges and credits posted to the billing account. Click the icons on the right side view a receipt, view details, transfer a line or delete a line.
Uninvoiced Tab
Click the Uninvoiced tab to view charges and credits that have not been applied to an invoice.
Invoices Tab
Click the Invoices tab to view all invoices that have been created for the billing account.
Linked Tab
Click the Linked tab to view other billing accounts that are being redirected into this billing account.
Notes Tab
Click the Notes tab to view and add notes about billing related information. Click the delete icon on the right to delete a note.