Performing Financial Functions

Viewing Totals

The Totals function enables you to view the balance and aging for a selected account. You can view totals by patient or by responsible party. More...

To view account totals and aging:

  1. Click the Financial Functions button in the patient chart. The Financial Functions — Charges and Payments window is displayed.

  2. Click the Totals button. The Financial Functions — Totals window is displayed.

  1. Click the tabs across the top of the totals display to view account information for individual patients who are linked.

  2. Select View by Resp Party to display tabs containing account information for all responsible parties and insurance carriers that are linked.

Use the Patient or Resp Party drop-down lists to view another patient or responsible party. The views vary, depending on how the patients are linked in the patient chart.

  1. When finished, click a function button to perform another financial function, or click Close to close the window.

 

Related Topics

Understanding Financial Functions

Using the Financial Functions -- Charges and Payments Window

Using the Financial Functions -- Adjustments Window

Viewing the Ledger

Using the Financial Estimator Setup Button

Setting Up Contracts and Payment Plans

Working with Promises/Collections

Using Auto Payments

Using the Claims Button

Using Financial Functions Reports

Accessing CareCredit

Using the QUICKBOOKS Software Integration