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Kareo Help Center

Navigate Patient Collections

Updated: 12/01/2020
Views: 4246

Users with the System Administrator and/or Biller web role(s) can access Patient Collections that allow you to view patient balances, track the practice's collection activity, take payments, and access the patient's account history. 

Access Patient Collections

  • Hover over the Billing icon on the top menu and click on Patient Collections. The Patient Collections page opens and patients with an account balance displays.
Billing_PatientCollections_Access.png

Navigate Patient Collections

  1. Click a category on the left menu to view patient balances by status.
  2. Use the drop-down menu options to filter patient balances within a status.
    • Sort: Defaults to Patient Name. Click to select Patient BalanceDate of Service, or Date of Last Statement.
    • Last Statement: Defaults to <30 days ago. Click to select a different time period.
    • Balance: Defaults to All. Click to select a different dollar amount.
  3. Search: Quickly find a patient balance by Patient name or Encounter ID.
  4. Each patient balance listed shows the date of service (DoS), encounter ID number, patient, balance amount, unapplied dollar amount, and number of procedures.
  5. Click on the patient balance to view the number of days since last statement and the number of statements sent to the patient.
Billing_PatientCollections_Navigate.png
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