Search for Patient Balances

  1. Select Patient > A/R Control.

  2. Enter your Search Criteria or Load a Search Filter. 

    1. Patient Balance: Select a search parameter from the drop-down menu, then enter a balance amount to refine your search by.

    2. Date Search Options: Select whether you want to search by days or by dates. 

      1. Populate the applicable filter(s) from the drop-down menu and the number of days or dates for the filter(s).

    3. Statements Sent: Select a search parameter from the drop-down menu, then enter the number of statements sent to refine your search by.

    4. Patient: Refine your search for a specific patient.

    5. Account Types: Select the patient account type(s) you would like to refine your search by.

    6. Set to send Statement: Filter your search by patients that are set to "send statement."

    7. Send to Send FDN: Filter your search by patients that are set to "send an FDN."

    8. Charge Balance: Select a search parameter from the drop-down menu, then enter a charge balance amount to refine your search by.

    9. Charge Status: Filter your results further by selecting specific Charge Statuses from the drop-down menu.

  3. Click.

    Under the charges column, select View/Edit to view the charge details to provide you with a list of charges that are associated to the Charge Status selected and selected patients. 

  1. The search results page will display patients who match your search terms. 

  2. Optional: Click   icon to edit your search criteria. 

  3. In the Charges column, click on the View/Edit link to review the charge detail(s) that are associated to the Charge Status selected.

  4. Place a checkmark next to the patient(s) you want to include in a specific batch action. 

  5. Click and choose an action from the drop-down menu.

    1. Assign for Statement Processing: Changes the status of charges that are set to Pending Patient to Due Patient at a batch level to allow for future statement processing. This action also sets the patient's "Send Statement" option.

    2. Assign for FDN: Updates the selected patients for FDN processing.

    3. Assign to Collections: Changes the status of charges that are set to Balance Due to Collection.

    4. Assign to Pending Patient: Updates the status of charges that are set to Balance Due Patient to Pending Patient to prevent future statements from processing.

    5. Write-Off Remaining Balance: Writes off the remaining balance of a selected charge that is set to Due Patient or Collections.

    6. Debit Account: Adds fees or surcharges to the selected patients.

  6. Click Submit Batch.

    Reference the Batch Actions Help Article for steps related to a specific action.