Description

Section where the relevant information regarding the patient's billing will be displayed. It contains the following details:


Access


Through Main Menu

  • On the main screen, click on the Billing button. 
  • On the screen that appears, select the patient and press the Patient Panel tab, located on the left side of the screen.

Through QuickLinks

  • On the main screen, click on the QuickLinks text located at the top of the screen and select the Billing option. 
  • On the screen to be displayed, select the patient and click on the Patient Panel tab, located on the left side of the screen.  

Through Patients

  • On the Patient Details screen, press the Billing button located at the top of the screen and select the Go To Billing option. 
  • On the screen that appears, select the patient and click on the Patient Panel tab, located on the left side of the screen. 

Through Appointments

  • On the Appointments screen, press the Billing button located at the top of the screen and select the Go To Billing option. 
  • On the screen that appears, select the patient and click on the Patient Panel tab, located on the left side of the screen.  


Sections

  • Total Billed: Amount to be billed, to the medical plan.
  • Total Copay: Amount of money, which the patient is responsible for paying.
  • Total Payments: Total amount of money paid by the patient.
    • Adjudicated: The amount of money, paid by the patient, which is allocated to some claim.
    • Un-Adjudicated: Amount of money, which has been paid by the patient, but not awarded to any claim.
  • Balance Pending: Outstanding balance of patient's total bills.
  • Open Claims: Total open patient bills.
  • Waiting Claims: Total number of claims, which were transmitted.
  • Total Claims: Total patient bills.


Buttons

  • Billing History: When pressed, the invoice history for that patient is displayed. 
  • Eligibility: When pressed, it displays the eligibility screen, with the selected patient's information. 
  • Go to Patient Details: When pressed, the filtered patient management screen is displayed with the patient information.


  • Insurance Coverage: Displays the patient's health plan and primary and secondary health plan coverage information. 
  • Clinical Dx: Displays the dates of service and diagnostics used on the invoice.