View Patient Accounts

You use the View Patient Accounts function to review a list of all accounts for a patient. The accounts are listed beginning with the most recent account. You can refine the search by selecting by patient type or bad debt or exclude any account that is at zero balance.

The detail display for each account is two rows  of information beginning with the account number. The first row also provides the account special handling, account category, financial class, patient status, patient type, discharge date and account balance. The second row begins with the account entity, bad debt indicator, bad debt agency write off code, group account indicator, admit/visit date and third party balance.  If the group account indicator is Y, then guarantor worklists, letters, and financial arrangements are grouped together for followup.  If it is N, then each account is treated as an individual account for all accounts for a guarantor.

To View Patient Accounts:

1. Click on Patient on the top menu bar.

2. Click on View Patient Accounts.

3. Search for the Patient by patient name, patient ID or social security number.

4. Select the patient and press OK to continue.

5. The list of accounts display. Highlight the account and select the account to review the detail information.
   

6. Press OK or cancel to complete the function.