Setting Up Accounts

Using Account List and Account Window Options

The commands available from the Options section of the Express bar or Options menu when using the Enhanced Workspace are:

• Patients:Edits account patient records.

• Transactions:Views the transaction history.

• Documents:Views existing or captures new documents.

• Payments:Views a list of account payments.

• CareCredit Integration:Access the CareCredit integration to perform account lookups, complete online applications, and use a payment calculator.

• eReminders Settings:Displays the permitted reminder delivery methods for the responsible party. This command is enabled only if you have enrolled in the eReminders service.

• Payoff Amount Due:Posts a check payment equal to the amount due.

• Billing Statement:Prints a single billing statement or adds the billing statement to the list of batched statements that can be printed at your convenience.

• Letters and Labels > Letter Expert:Merges account information to a letter template.

• Letters and Labels > Account Information:Prints the Account Details report and Transactions List report for the selected account record.
  
  After the account details are printed, you can print a list of transactions for the selected account.

• Letters and Labels > Overdue Letter:Prints an overdue payment letter for the selected account.

• Letters and Labels > Labels:Prints a label or laser envelope for the selected account.

• History:Creates a history file using your word processing software. A history file enables you to enter more extensive notes about the selected account.

• WalkOut:Prints a walkout statement listing all procedures performed today for all patients attached to the selected account.

• Completed Claims:Views account claims.

• Insurance Rollover:Resets used insurance benefits to zero.

• Contacts:Adds, edits, or deletes account contact information that your office has for the selected account; adds, edits, or deletes HIPAA contacts.

• Auto Dialer (0):Dials an account phone number.
  
  If you do not have a modem, the account phone numbers are displayed for your reference.

• TeamTalk:Adds, edits, and deletes TeamTalk notes.

• Account Budget Plan (Ctrl + G):Views account budget plan information.

• Credit Card Payment Plan:Displays the credit card payment plan window for the selected account.

• Transfer to BP (Z):Transfers any or all of the account balance to a fixed loan or revolving credit account budget plan.

• Discount:Applies a discount.

• Validate Balance:Validates balance and fixes any balance mismatches.