Patient Account View

1. Display the Patient Account View page: On the Patient Actions Bar, click Billing, and then click Patient Account View.
2. Scroll down to the Patient Account Notes section at the bottom of the page.
3. Note — Enter the text of the note.
4. Click Apply Action. Text entered in the Note field appears at the top of the Patient Account Notes section.

Note: The simplified patient statements used with the Online Statement-based Experience (formerly QuickPay Portal) do not display custom statement notes. For information about simplified and standard patient statements, see Patient Statement Samples.

1. Display the Patient Account View page: On the Patient Actions Bar, click Billing, and then click Patient Account View.
2. Scroll down to the Patient Statement Note section.
3. Statement note — Enter the text of the note.
4. Statement note effective date — Enter the beginning and end dates for this note.
   If you do not enter dates in this field, the statement note appears on all future statements (until the text is cleared or until you set an expiration date).
5. Click Update Statement Note. Text entered in the Statement note field appears on all subsequent statements for this patient in addition to the standard dunning message printed on the statement.

1. Display the Patient Account View page: On the Patient Actions Bar, click Billing, and then click Patient Account View.
2. Scroll down to the Patient Account Notes section at the bottom of the page.
3. Next Statement Date — Enter the new date.
4. Click Apply Action. The statement will be generated on the first statement run after the "next statement date." The patient's statement cycle is reset to 35 days after the last statement is generated.

1. Display the Patient Account View page: On the Patient Actions Bar, click Billing, and then click Patient Account View.
   Note: You can also display the Patient Account View page from the Self-Pay Account Management Worklists page. Click run worklist to generate a worklist and then click a patient name in the Task Bar.
   
2. Scroll down to the Patient Account Notes section at the bottom of the page.
3. Clear account alarm — Select this option.
   
4. Click Apply Action. The account alarm is cleared, and the patient is removed from the self-pay worklist.

Perform the necessary actions to resolve the Patient Hold issues.

1. Check the Hold statements? area at the top of the Patient Account View page for a Hold Statement reason or a link to a specific claim that requires resolution.
2. Check the Patient Account Notes section on the Patient Account View page.

3. Contact the patient via email or phone to resolve the issue. For example, update their address, adjust balances per your practice policy for deceased patients or patients with statements held for practice rationale.
   

    

   For more details on resolving a bad address, see the following sections in the Patient Statements User Guide:

   • Bad Address (Family Billing scenario)

   • Bad Address (individual patients)

Clear the Hold statements reason using these steps:

• From the patient's Registration: Under Billing > Hold statements > select (do not hold statements) from the menu > Save

1. Display the Patient Account View page: On the Patient Actions Bar, click Billing, and then click Patient Account View.
2. Scroll down to the Outstanding Charges section.
3. Previous Statements — Click the view link to the left of the statement that you want to see. The previous statement appears in a new window.
   Note: You cannot view statements sent before August 2013 (statements were not converted to PDF before this date).

This section contains a comprehensive list of outstanding patient charges on that account and indicates the outstanding amount and the claim status for every open patient claim.

Note: The total value of the account does not always match the amount displayed in the Task Bar. The Task Bar calculates claims that are on HOLD for a particular department, whereas the Patient Account View calculates the total sum of all outstanding patient charges across all departments. This calculation also includes claims in statuses that have been billed but are still outstanding (that is, Billed and Collect).

You can use this section to help you track account resolution. Notes added here are displayed at the top of this section. As with a claim note, you can add an account note to track your actions (for example, updated patient address and removed hold statement reason).

If you click the View patient statement as it would be printed today link and the statement is on hold, a message indicates that the statement image cannot be generated and refers you to the Patient Account View page for details about why the statement is on HOLD.

The BPR: Self-Pay Account Management Productivity Report provides summary information for patient account notes that cleared patient alarms. You can find this report in the Report Library on the Billing Operations tab (under Practice Reports).

The report includes:

• Number of alarms cleared per patient
• Patient outstanding amount at the time the note was added
• Payments and adjustments made within 28 days of the note's creation

The report results include columns for the user who created the note, the alarm type, and the action taken (phone call, letter, note, etc.).