View Patient Activity

The Patient Activity will allow you to view a listing of the patient’s claim, miscellaneous  debit, credit, statement, payment, summary activity and dependents. This includes detailed data 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.

Follow the steps below to view a patient's activity. 

  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 the Activity button.

  5. Click any of the arrows to expand the rows to see a detailed listing of the activity data. The Activity page includes hyperlinks that open specific claims, patients, payments, or credits. 

    Any negative values will be indicated in red

  6. 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 menus to change how the balances should display.

    6. Click Apply.

  7. Optional: Right-click on a line to view additional actions. 

    1. Copy: Copies the information to your clipboard.
    2. View Charge History: View changes made to this charge along with the user who made the change.

    3. Track Claim: Opens this claim within the Claim Tracker screen.

    4. Track Account Credit: Tracks the payments within the Payment Tracker screen that created the selected account credit. 

    5. Track Statement: Opens up the selected statement within the Statement Tracker screen

    6. View Payment Plan: Opens up the payment plan within the Payment Plan screen.

    7. Track Payment: Opens the selected payment within the Payment Tracker screen.

    8. Print Receipt: Prints a receipt for the selected patient payment.
  8. The activity page contains a patient's financial information. Click on the corresponding  icon to expand each section:

    1. Claims: Displays a list of all claims submitted for the patient, including dates, amounts, balances and status. Click the claim number to open a claim.

      Click the  icon next to a claim to expand the details of the claim (ICD codes, procedure codes, DOS, Charges, etc.) Expand the claims Billing Activity to see the Submission Activity for this claim (TCN, Payer, Submission Type etc).

    2. Debit Adjustments: Displays a list of all debit adjustments applied towards the patient account, including dates and descriptions of both the debit, and the credit or balance associated to the debit.

    3. Unused Account Credits: Displays a list of all patient, insurance and payment plan credits that have not been fully applied.

    4. Statement History: Displays an entire list of statements sent to the patient, including the statement amount, dates, status and type of statement sent. Click the Invoice number to track the statement within Statement tracker.

    5. Payment Plans: Displays a list of all current and paid Payment Plans including their dates, balances, applied payments and installment amount/dates. Click the Payment Plan link to open the  payment plan details.

    6. Payment History: Displays a history of all patient payments applied to the patients account, including dates, amounts, source, and charge/claim the  payment was applied to.

    7. Insurance Overpayments: Displays a list of any insurance payments that resulted in an overpayment, including  the entered and received dates along with a description of the payment.

    8. Summary: Reference our Patient Activity Summary Help Article for more information.

  9. Optional: Right click on a line to view additional actions. Depending on the line you select you will have the following options.

    1. Copy: Copies the information to your clipboard.

    2. View Charge History: View changes made to this charge along with the user who made the change.

    3. Track Claim: Opens this claim within the Claim Tracker screen.

    4. Track Account Credit: Tracks the payments within the Payment Tracker screen that created the selected account credit.

    5. Track Statement: Opens up the selected statement within the Statement Tracker screen.

    6. View Payment Plan: Opens up the payment plan within the Payment Plan screen.

    7. Track Payment: Opens the selected payment within the Payment Tracker screen.

    8. Print Receipt: Prints a receipt for the selected patient payment.

  10. Click Close to exit.