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...More...

View by PatientView by Patient

Displays tabs for all patients that are linked, with each responsible party and insurance carrier listed separately in the grid below.
View by Responsible PartyView by Responsible Party

Displays tabs for all responsible parties and insurance carriers that are linked, with each patient listed in the grid below.

Both view options include an All tab that combines the balances for the accounts selected. The account detail grid displays the roll day, risk code, balances, and aging for the selected accounts. The total for each aging category is displayed below the account detail grid.

The account detail grid displays past-due amounts as white characters on a red background. Credit balances are displayed as red characters on a white background with a minus (-) sign in front of the credit amount. The total boxes at the bottom of the grid are also displayed in red if the amount is past due.

You can use the Ctrl+T shortcut to view totals by patient or the Ctrl+N shortcut to view totals by responsible party.

To view account totals and aging:

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

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

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