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Kareo Help Center

Patient Account

Updated: 06/05/2020
Views: 22917

The Account tab of the Patient record allows you to view patient charges, transactions, payments, statements, appointments and encounters. You can add notes and attach them to individual charges, the patient journal or to future patient statements. In addition, from this window you can change the Collection Category for a patient, print a report of the activity, and view and send patient statements.

Navigate the Patient Account

  1. Find the patient then double click to open. The Edit Patient window opens.
  2. Click the Account tab.
  3. Do any of the following as needed:
    • The default Case information displays.
      • To view the policy information and activity related to a specific case (when the patient has multiple cases), click the drop-down arrow to select the Case. Otherwise, leave as All Cases to view all activity.
    • Make the appropriate selections to filter the activity to display.
      • Show: Click the drop-down arrow to view the patient's Charges Summary, Transactions Detail, Recent Payments, Recent Statements, Recent Appointments, or Recent Encounters.
      • From and To: Enter a date range or leave as None to view all dates.
      • Provider: If applicable, click the drop-down arrow to view activity related to a specific provider or leave as All Providers to view all activity.
      • Status: Available when viewing the Charges Summary. By default, Open Items display, click the drop-down arrow to view All Items or Settled Items.
      • Transactions: Available when viewing the Transactions Detail. By default, All Transactions display, click the drop-down arrow to view specific transactions.
    • This section displays the activity based on the Case and filter selections.
    • Additional options:
      • To view more details, click once to select an item in the above section then click Open; or double click the item. 
      • To add a note, click once to select an item in the above section (if applicable) then click Add Note. Enter the note text, click to select the following appropriate options > OK
        • "Add note to charge" is available when viewing the Charges Summary and the note appears on the transactions detail. 
        • "Add note to patient journal" is a permanently added note that appears on both the transactions detail and the Notes section of the General tab on the Patient record.
        • "Add note to next patient statement" is a note that should not exceed 250 characters and appears on all future patient statements until removed. 
          • To remove, click Clear Statement Note. A confirmation pop-up appears > click Yes to confirm the removal. 
      • To change the collection category (indicated on the top right of the window), click Change Collection Category. Then, click the drop-down arrow to select the New Collection Category > OK.
      • To print a report based on the Case and filter selections when viewing the Charges Summary or Transactions Detail, click Print Report
      • When viewing the Transactions Detail, to print a paper claim that was previously printed, click to select the Printed paper claim item in the above section then click Reprint Claim and follow the prompts.
      • When viewing the Charges Summary or Transactions Detail, click Patient Statements to view or send a patient statement on demand. 
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