Manage Account

Manage Account is used to view, edit, or delete charges, payments and adjustments associated with a patient. You have the ability to debit, credit or refund a patient account, view payments and activity history. An Account Summary provides necessary information all in one place, and allows you to stay organized, and efficient.

Who can use this feature?

Users with the Patient Account Management permission can edit procedure statuses, delete payments and edit payment or credit dates and type.

Users with the Patient Payment permission can apply credits or debits towards charge balances and move or refund payments.

Users with the Credit/Debit permission can add a debit or credit towards the patient's overall account.