To view a Charge Account balance, click on Acct Receivables -> 4. Display Account Balance.
Charge Account Display/Print Screen
The Charge Account Display/Print screen allows the user to display and print individual family’s and patient’s account summary. The account summary is not properly formatted as a statement and this screen should be used to obtain only this summary and should not be used as a means to print statements. Statement printing is hosted under the Print Statements feature. This screen does however allow for balances to be rolled over if need be. The act of rolling balances over takes all the transactions from the current month, and sums them up under one concise "Balance Forwarded from Last Month" line item; this way the statements are clean and neat, and only display line item charges for the current balance period. Without rolling over, the statements would display every transaction, would be very messy, and most importantly would take a lot of pages to print each month.
To display a patient’s account summary, enter in the whole 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 billing info will come up automatically.
The user can narrow the report by transaction date by selecting either all transactions for the account, or choosing the Txn's Thru option and choosing the desired date. The report will narrow itself down automatically, with no need to re-generate. The information right below this filter will display a summary of purchases/credits, balance for current period, total balance, and whether or not the account is past due and for how many days.
To print the summary, click the "Print" button or press the "Enter" key when the "Print" button is highlighted.
If you'd like to export the report to a file, click the "Export Data" button or press the "Enter" key when the "Export Data" button is highlighted. NOTE: Export to Excel only works on full versions of Microsoft Excel/Office. It does NOT work with the Office Starter 2010 and other starter/third party versions. If using any one of these, export to a Comma Separated Values (CSV) instead.
To roll over a balance on the account displayed click the "Roll Over Balance" button or press the "Enter" key when the "Roll Over Balance" button is highlighted.
The user may also clear all the data displayed on the screen by clicking the "Clear" button or by pressing the "Enter" key when the "Clear" button is highlighted.