Charges
and Payments
Enables you to enter charges or procedures and any payments for
the selected account, as well as post comments to the ledger.
Adjustments
Enables you to correct posting errors, transfer balances, issue
refunds, and post discounts and write-offs.
Totals
Enables you to view the balance and aging information for the selected
account.
Ledger
Enables you to view a record of all financial transactions for
the selected account.
Financial Estimator Setup
Enables you to update contract details using an interactive display
of fee presentation and financial data.
Contracts and Payment Plans
Enables you to enter and maintain contracts and payment arrangements.
Promises/Collections
Enables you to enter and review promises related to collection
activity for the account.
Auto Payments
Enables you to set up and maintain information for automatic payments
from credit cards, electronic bank drafts, or post-dated checks
(Canada only).
Claims
Enables you to add, change, copy, or print insurance claims for
a patient.
Post Transactions
Enables you to save information entered on any of the financial
windows.
Close
Enables you to close the Financial Functions window.