...
Financial Statuses are used to help track patient accounts. Commonly used financial statuses include "Collections," "Self Pay," "Capitation" and so on. The Financial Status of a patient is helpful when utilizing Statement Manager and as a filter on the following reports: Production By Financial Status, Accounts By Financial Status, Accounts Receivable, Production By Financial Status And Provider.
The status also works in conjunction with Transworld for the Collections Manager.
New items may be added to the list on the fly, simply type in any new status. If this access is restricted by User Privileges, they may be created and edited in the Financial Status Reference.
...
Provider/Office
The Provider and Office fields show the overall designations for the account; which may differ from the Patient's provider and office. For example, a family may have the practice owner set as the Provider and the group's primary location as the Office; while a single patient in the account may work with another practitioner and location. Set up the default record to automatically assign a specific user and office to all new records.
The Account Provider will show as the default provider in new payments, depending on how the Preferences are set up. It also is the provider by which MacPractice filters accounts in the Statement Manager and in reports such as the Accounts Receivable.
For more information on provider associations Click Here. More information on Office References can be found Here. The Account provider and office may be changed for all patients by using Database Utilities.
...
Patients in This Account
If multiple patients share an account, they will all be listed here. Add a new patient to an account to send one statement and share insurance information. Patients may also be moved from one account to another.
...
This field displays everyone who has access to individual records in this account. Users are granted permission on a per patient basis in the Portal Access tab.
...
Statements Tab
In the middle portion of the window access the Statement tab to make adjustments and add messages to the account statement.
...
The Monthly Statement Options menu allows you to choose when a patient is displayed in Statement Manager. See our Account Monthly Statement Option Report article for more information on these settings.
...
Selecting this checkbox prevents the account from being charged a finance charge in Statement Manager. For more information on how finance charges are issued, click here.
...
Installment Amount
The Installment Amount field is used with the Installment statement forms. Those forms must be enabled and set as default in order to pull the proper information. If the patient's balance is greater than the installment amount listed on the account, the installment amount will be listed instead. This is useful if you wish to set up a payment plan for your patient, but do not wish to use the Contract Billing feature.
...
Percent Discount (%)
If you wish to issue a flat-rate percentage discount on all charges entered in the account, enter the amount here. The percentage discount will automatically show in the new charge window. It will not place an adjustment of any kind on the ledger. Some offices prefer to have the discount display for the patient; in this case, use negative adjustment.
The Discount Report displays information on discounts given to patients, based on the Percent Discount field in the Account tab.
...
Check the One-Time Message checkbox to create a message that will appear on the next statement, such as a welcome message for new patients. Type in new information or select from the formatted Statement Messages using the dropdown. This message will automatically be deleted from the patient's account after it is used on a statement. The One-Time message overrides the regular Account Message.
...
Messages typed in this box will always be printed unless the One-Time Message box is checked. This text would be just for the members of this account, such as information about payment arrangements. Type in new information or select from the formatted Statement Messages using the dropdown.
...
Alerts Tab
...
Once a account has been assigned an alert, a green triangle will display in the patient selector. Click this triangle to view the alert pop-up. If you do not want to see the alert pop up each time you access the an account, go to Preferences > General > General tab > Uncheck "Show Patient and Account Alerts".
...