The Account Module is where a patient's financial information and claim history is viewed.
See our Account Module Playlist.
Payment: Click the button to enter a patient Payment.
New Claim: Click the button to Create a Claim based on the patient's currently active insurance plans. Claims are automatically created for both primary and secondary insurance plans. Click the dropdown for additional options:
Payment Plan: Click to create a payment plan.
Installment Plan: Set up Installment Plan. This is a quick alternative to a payment plan.
Quick Procs: See Quick Procs.
Repeating Charge: Add Repeating Charges to the patient's balance on a monthly basis.
Statement: Click the button to send a statement to the printer. Prints all transactions within the number of days set in Billing Defaults or, the date range entered in the Show tab (see below). Click the dropdown to select another option. See Statement.
Third-Party Integrations: These buttons show by default, but can be hidden by disabling the bridges in Program Links.
Family Aging: Displays the aging for the family balance. These amounts show the full balance, regardless of insurance estimates or expected write-offs. Every time a user open a patient's account, Aging is updated for accuracy.
Total: The total balance for all family members. The total does not take into account insurance estimates or expected write-offs.
Ins Est: Displays expected insurance payments for the entire family (estimated insurance payments + estimated write-offs). This number only updates when a claim has been created or received.
Est Bal (bold red): The total remaining balance for the family after subtracting pending insurance amounts and write-offs. (Total - InsEst = Est Bal)
Pat Est Bal: The selected patient's balance after subtracting pending insurance amounts and write-offs.
Unearned: The total Unearned / Prepayment balance for the family. Hover over the total to view a breakdown. All unallocated prepayments within the family are summed by unearned income type. No breakdown is displayed if the total unearned balance is zero.
Ins Rem: Hover over the box to see Insurance Remaining Calculations.
DPlan Rem: Hover over the box to see remaining discount plan benefits. This replaces Ins Rem when a patient has a Discount Plan.
When the patient attached to a payment plan, as guarantor or patient, details show in the Payment Plan grid. Double-click a plan to view terms, amortization schedule, or to edit.
The line item details of the patient's account history. All procedures, grouped by date with related claims, insurance payments, patient payments (and pay splits), adjustments, statements, invoices, and receipts are listed. Depending on the selected Pay Plan Logic Preference, payment plan credits, debits, and payments may also show. The sort order is as follows:
Double-click an item to edit. Click a claim or adjustment to highlight attached procedures.
Procedures marked as (In Process) are part of a group of procedures. These cannot be sent out on claims until all other procedures in the group have also been completed.
This tab only shows if procedures are added to Ortho Case Procedures in Ortho Setup. View the patient's Ortho Case details.
The Hidden Splits Tab appears when a prepayment is allocated to a treatment planned procedure.
The Communications Log lists all Commlog entries for the patient. There is a splitter between the main account grid and the log. Drag the splitter up or down to shrink or expand the log.
Fam Urgent Fin Note: This note applies to the entire family. It shows in red and is meant for very important financial notes. It also shows in red in a variety of other places throughout the program.
Service Date View: Click to open Service Date View.
Credit Card Manage: Manage stored patient credit cards. See Credit Card Manage.
Select Patient: Lists all family members. Click on a patient to switch patient accounts, or click Entire Family to view the account history for all family members.
Family Financial: These notes are not tracked in the audit trail. This is an older version of the Commlog.
Select which information displays in the Account Module.
Start/End Date: Filter transactions by date on the Patient Account. Enter a start and end date manually then click Refresh, or click a button to select today only, Last 45 Days, Last 90 Days, or All Dates (no date range).
Show Proc Breakdowns: Display additional financial information in the description column for each procedure (e.g., patient portion, insurance paid, write-off, adjustment). This checkbox is user specific. To show the breakdown on statements, select Show procedure breakdown in Preferences.
Show Family Comm Entries: Show Commlog entries for the entire family rather than just for the current patient. Set whether this option is checked or unchecked by default in Preferences, Show family commlog entries by default.
Show Automated Commlogs: Show Commlog entries that have been automatically generated (e.g., Recalls, FHIR, web sched, etc). This checkbox is user specific, and affects automated Commlogs in the Account Module, Chart Module, and Appointment Edit window.
Show Completed Pay Plans: Affects all workstations. Show Closed Payment Plans in the Payment Plans grid. When Entire Family is selected, the Payment Plans grid is always displayed.