Viewing Totals

The Totals function enables you to view the balance and aging for an account. You can view totals in two ways:

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

To access the Financial Functions—Totals window:

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.

If you are working in another financial window, click the Totals button. If you have made changes and have not posted them, the software displays a message asking you to post the transactions before continuing. The Financial Functions—Totals window is displayed.

To view account totals and aging:

Click the tabs across the top of the totals display to view account information for individual patients who are linked.
Select the View by Resp Party option 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.
Click Close.