Family Name: Enter in the whole name (Last Name, First Name) of a patient to bring up the family’s information or enter in part of the patient’s name and press the "Enter" key to bring up a list of patients. To choose the patient click anywhere on the row of the patient or type in the line number of the patient in the field below the list and press the "Enter" key. Once a patient is chosen, the family info will come up automatically. The family record number will display in the top right section and is grayed out as it cannot be edited.

Balance From Last Statement: This field is non-editable and displays the balance from the last statement. This information is useful for quickly seeing what the most recent statement balance was.

Current Balance: This field is non-editable and displays the current balance for the selected account.

Transaction Date: Enter in the date of the transaction. This field can be backdated if for an example the user forgot to enter a transaction previously.

Transaction Amount: Enter in the transaction amount.

Transaction Code: Select the appropriate transaction code using the dropdown list.

Allow Cash for Charge Account Patients: Use this option ‘Yes’ or ‘No’ to control whether patients with active charge accounts can choose to pay with cash for prescriptions. When enabled, the pharmacy will have the option to select cash as a payment method in addition to their charge account. If disabled, only the charge account option will be available, preventing cash from being selected.

Default for Charge Copay: This option selects the Charge Account Copay function when getting a response for a paid claim with a copay.

• The blank value will ask for entry from the user on the claim response screen. You'll be prompted to enter a "Y" or a "N".

• The NO value will default the field to an "N" and will not bill the copay on the customer's charge account when hitting Enter on the response screen.

• The YES value will default the field to a "Y" and will bill the copay on the customer's charge account when hitting Enter on the response screen.

• The Don't Allow value will disable the field and will not allow copay to be billed to the customer's charge account on the response screen.

A/R Finance Charge (%): Indicate if you'd like a finance charge to be calculated and added to your statement balances.

Print Balance for Current Period on A/R Statements: If you'd like the current balance to be printed on the charge account statement, make sure this option is set to "Yes".

Action when Credit Limit will be Exceeded: Select if you'd like the software to Prompt User to Allow a patient's A/R credit to go over its limit, or Never Allow.

Default “Charge Account” setting for New Patients: if this option is selected ‘Yes’ when a new patient is created in BestRx it will automatically default ‘Yes’ for Charge Account to be selected, if ‘No’ it will not be selected when creating the patient profile.