Account Module

The Account Module is where a patient's financial information and claim history is viewed.

By default the selected patient's information is displayed. Set default options in Preferences and Allocations Setup.

See our Account Module Playlist.

Account Toolbar

Payment: Click the button to enter a patient Payment.

Adjustment: Select a single procedure and click the button to enter single negative or positive Adjustment. Select multiple procedures and click the button to Add Multiple Adjustments at once.

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 open a dropdown and select a payment plan type to create a new plan.

Installment Plan: Set up Installment Plan. This is a simple 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.

Questionnaire: Launch the Questionnaire feature. Only visible when enabled in Show Features.

Third-Party Integrations: These buttons show by default, but can be hidden by disabling the bridges in Program Links.

Aging and Balance Due

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 Subscriber Edit.

  • If using Payment Plans, the Pay Plan charge logic, set in Preferences, determines whether or not Total, Est Bal, and Pat Est Bal include Payment Plan amounts due.
  • If Balances don't subtract insurance estimate in Preferences is enabled, the captions above balance information are different (Balance (bold red), Ins Pending, After Ins, Pat Est Bal). This option is useful if the office does not accept insurance assignment of benefits and the patient pays the full amount regardless of the insurance estimate.
  • There is not a closeout process at the end of the month to put procedures into history. Instead, if the practice does not want previous entries to be altered, assign Permissions to users based on date. Older entries can still be changed, but only if the user has permission. Procedures themselves are protected from alteration when attached to a sent or received claim regardless of a user's Security settings.

Payment Plans

When the patient attached to a payment plan, as guarantor or patient, details are shown in the Payment Plan grid. Double-click a plan to view terms, amortization schedule, or to edit.

For details see: Payment Plan, Installment Plan, and Old Payment Plan.

Patient Account Tab

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 charge 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.

Right-click options:

Note: Refunds via the right-click menu cannot be done on:
  • CareCredit and patient portal payments.
  • Hidden prepayments.
  • Payments attached to payment plans.
  • Payments with negative Paysplits (e.g. income transfers, existing refunds).
  • Payments allocated via an income transfer.

Auto Ortho Tab

This tab only shows if Show Auto Ortho in account module is selected in Ortho Setup. View the patient's Auto Ortho details.

Ortho Case Tab

This tab only shows if procedures are added to Ortho Case Procedures in Ortho Setup. View the patient's Ortho Case details.

Hidden Splits Tab

The Hidden Splits Tab appears when a prepayment is allocated to a treatment planned procedure.

Communications Log (Commlog)

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.

Main Tab

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. This text box supports Right-Click Options.

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.

Note: Patients manually set to Archived show in this list. Patients set to Archived due to a merge do not show unless the merged patient is aready selected

Family Financial: These notes are not tracked in the audit trail. This is an older version of the Commlog. This text box supports right-click options.

Show Tab

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.

Patient Information

This grid only shows fields are added to Display Fields, Account Patient Information. It can list billing type and custom patient fields. See Patient Fields to add or hide definitions in this list.