Account Information

This tab will display all of the transactions associated with an account

• The  Account Title copies the patient name from demographics, but it can be edited.

• If an Alert is created here, it will pop up each time the Account record is opened. It will also pop up when opening Charge Entry or Payments and Adjustments for this patient.

• The Account Transaction History grid displays all transactions that have been entered on an account.  The grid can be resorted by clicking on any column header (such as Visit Date), and columns can be moved by dragging to the desired position. Right click to save layout, print grid, or restore default layout.

• View unposted transactions by clicking
• Click  to return to the posted transaction view.

• Delinquency Information is a summary of all visit balances that share the same account number.  This will display the aging and total outstanding balance of the account.

NOTE: The Account Title can be edited to reflect a nickname or the name a patient goes by without effecting the full name (as seen on the Insurance ID card) entered in Patient Demographics.