Overview

The Display Account Balance screen enables users to view and print a summary of an individual family's or patient’s account. However, this summary is not formatted as an official statement and should only be used for informational purposes. For printing formal statements, users should utilize the Print Statements feature.

This screen also provides an option to roll over balances if needed. Rolling over consolidates all transactions from the current month into a single “Balance Forwarded from Last Month” line item. This helps keep statements concise, displaying only the current balance period’s charges. Without rolling over, statements would include every transaction, resulting in cluttered, lengthy statements that require excessive pages to print each month.

To view a Charge Account balance, click on Acct Receivables 4. Display Account Balance.

Open

To display a patient’s account summary, enter the full name of the patient to retrieve family information, or enter part of the name and press the "Enter" key to view a list of patients. To select a patient, click anywhere on the patient's row or type the line number in the field below the list and press "Enter." Once selected, the billing information will automatically be displayed.

To narrow the report by transaction date, users can choose to display all transactions for the account or select the "Txn's Thru" option and pick a desired date. The report will update automatically without needing to be regenerated. The summary section below the filter provides details on purchases/credits, the balance for the current period, the total balance, and whether the account is past due, including the number of overdue days.

To print the summary, click the "Print" button or press the "Enter" key when the button is highlighted.

To export the report to a file, click the "Export Data" button or press the "Enter" key when highlighted.

To roll over the balance on the displayed account, click the "Roll Over Balance" button or press the "Enter" key when it is highlighted. Users can also clear all displayed data by clicking the "Clear" button or pressing the "Enter" key when the button is highlighted.

Editing a Transaction

Transactions can be edited if they are NOT linked to a prescription, POS transaction, or a rolled-over transaction. If these conditions are met, a pencil icon will appear on the transaction line. Clicking the icon allows you to edit the transaction.

In the Edit Charge Account Transaction screen, you can modify the transaction date, amount, code, and remark, or delete the transaction if needed.

Access Rights

The access right associated with this function is set to “No Access” by default for all users. You will need to grant permission for each user that you would like to be able to edit transactions in the Access Rights Assignment page for that user.