View a Patient's Account Summary

The Account Summary window contains important information related to this patient. Use the information here to quickly identify any action items pertaining to this patient.  

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

    Place a check in the “Include inactive patients ” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Click on the Account Summary from the side panel to expand the account summary section.

    1. Patient Balance: Represents the amount the patient is required to pay. This field only represents open charges set to the status of Paid, Balance due Patient, and Pending Patient. Charges in the status of Collections are not reported in this field.

    2. Last Patient Payment: Represents the last payment date and amount made by the patient.

    3. Insurance Balance: Represents the amount the insurance is required to pay.

    4. Last Insurance Payment: Represents the last payment date and amount made by the insurance.

    5. Last Statement: Represents the last statement mailed date and amount.

    6. Statement Mailed Counter: Represents the number of statements that have been mailed to the patient. When all Patient balances are satisfied by a payment or adjustment, the counter will reset to zero (0).  

    7. Last Visit: This field will represent the last TO DOS created for the patient.

    8. Next Appointment: Represents the patient’s next appointment date. In order to have a date populate within this field the patient must have a future appointment scheduled within the Appointment Scheduler.

    9. Follow-Up Date: Enter a date in which you would like to follow up with this patient. This field can be used in conjunction with the Patient Follow-up Report.

    10. Recall Date: Use this field to enter a Recall Date which is commonly used to identify patients who should return for a routine appointment.  This field can be used in conjunction with the Patient Recall Report and Patient Labels.

  5. Click Save