Patient Activity

The Patient Activity will allow you to view a listing of the patient’s claim, miscellaneous Misc. debit, credit, statement, payment, summary activity, and dependents. This includes data separation, information boundaries, and the ability to open claims, checks, and other sections directly from the activity listing. The patient’s claims activity is defaulted to list all of the claims, dates, totals, balances and current status of the claims.

  1. From within the Insurance Payment or Patient Payment windows, click the Activity button found at the top of the page.

  2. Optional: Use the View Options button to filter what information is shown on the activity page.

    1. Use the Order Claims drop-down menu to set the order claims should display on the activity page.

    2. Show Entered Dates: Show the dates claims or payments were entered.

    3. Summary/Detailed: This determines how much information will show on the activity page. 

    4. Use the Charge Filter to select which claims should show on the activity page.

    5. Use the Show Aging Balance By drop-down menu to change how the balances should display.

    6. Click Apply.

  3. Click any of the arrows to expand the row to see a detailed listing of the activity data.

  4. The activity will page will also include hyperlinks that open specific claims, patients, payments or credits.

  5. Click Close to exit.