How-To Easily Determine Which Date-of-Service is Outstanding on an Account

How-To Easily Determine Which Date-of-Service is Outstanding on a Patient Account

SOS Product: Office Manager for Windows

Introduction

You may get a call from a client wanting to know which dates of service are still outstanding on his/her account as well as how much is outsanding on each date. easisert way to tell is to bring up the  By-Charge Ledger for the client.

Here’s the process:

1. Go to the Active Patient List
2. Highlight the client, then click on the Ledger icon (Little Book.) located at ?
3. Click the ledger by charge icon (Dollar Sign.)
4. If the view is not collapsed, click on the Collapse All icon (3 to 1 square.) This will show only the charges. Any charges in black are fully paid and anything in red has an outstanding balance.
5. If you need to know which payers have a balance, click on the plus sign (+) in front of the date-of-service and it will show you which payers have an outstanding balance and how much.

Conclusion:

While you are on the phone or the client is at the window, the data is quickly accessed and it will save you time.

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