Managing Patient Accounts > Accessing the Clipboard > Accessing the Patient’s Ledger
When there is an outstanding balance on the previous responsible party’s account, it is recommended that you post a yellow sticky to the patient’s Clipboard as a reminder. This helps alleviate confusion when posting payments.
To post this reminder:
In the Responsible party section of the clipboard, click the yellow sticky next to the A/R admin by field. The Yellow Stickies template is displayed.
Enter a note indicating the patient’s previous responsible party.
Click Attach. The Yellow Sticky Attached to Responsible Party window is displayed.
In the Automatically display on screen section, select the at patient check-out and when viewing ledger options.
Click OK.
Identifying Balances After Separating an Account
Promoting a Patient to a Responsible Party