Work from the financials panel

You can quickly complete common financial tasks from the patient dashboard. For example:

Check the patient's current balances and financial account status.
Make payments.
Generate and print PDF ad hoc statements that display a summary of a patient's payments and charges.
Review the patient's general ledger.
Submit the patient's claims to queue.
Create a courtesy claim for the patient.
Create a new predetermination.

This can be especially helpful for front desk staff who may not want to review a patient's full financial record just to take a payment or print an ad hoc statement during checkout.

The financial tasks you see in the Financials panel menu may be different based on your permissions.

Go to Patient > Dashboard and find the patient's Financials panel.
To see what tasks are available from the panel, select
- Make a Payment: Enter a simple or detailed payment.
  - To learn more about making a payment, see Make patient payments.
- General Ledger: View a chronological list of account transactions.
- Generate Ad Hoc Statement: Create a financial statement PDF to give to the patient.
  - To learn more about generating ad hoc statements, see Create an ad hoc statement.
- Submit Claim to Queue: Put procedures without a claim onto one, and send the claim to the queue for review.
  - To learn more about submitting a claim, see Create a claim.
- Create a Courtesy Claim: Create a claim PDF to give to the patient.
  - To learn more about courtesy claims, see Create a claim.
- Predetermination/Preauthorization: Create a predetermination claim for procedures that require one.
  - To learn more about predeterminations, see Predeterminations overview

View balances and summaries

You can view a patient's financial aging summary and various balances from the financials panel.

Account Status: The status is based on the practice aging buckets.
Patient Balance: The outstanding amount the patient owes.
Insurance Balance: The outstanding amount that insurance owes.
Total Balance: The sum of Patient and Insurance balances, then subtract the Unallocated Patient Payment.
Total Prepayment: There are two types of payments that contribute to this balance. The first is a prepayment on a payment plan, similar to a down payment. The second when a patient pays for a planned procedure.
Patient Complete Balance: Contains a total of all outstanding charges and payments plan balances.
Pending Refunds: Payment details of any pending refunds.
Payment Plans: A summary of payment plan balances.

Double-click a balance to open a summary window with more details.