Patient Entry - Balance Detail Window

Quick Bar: Overview---Demographics---Insurance---Credit_Messages---Balance_Detail---Workers'_Compensation---Patient_Specifics---Referral_Authorization---Recall_Logging---Appointments_List

Use the Patient Balance Detail Window to view or edit patient balance information. The fields in this maintenance window are continuously updated by Charge Entry, Payment Entry and billing functions.

Notes:

For more information about working with data in fields, see Data Entry Guidelines.
INSight automatically maintains the detail, so you can not add or delete Patient Balance Detail records.
Many fields are updated by the system, so you normally do not need to edit them.

Directions:

To see directions for...

Opening Patient Entry Balance Detail Window, click More.
1. Enter the Account Number.
2. Click Balance Detail in the Menu Tree.
Tip: For details about loading patients and opening windows, refer to the Patient Reference Panel topic.

Balance Detail Window Example:
Editing Patient Entry Balance Detail, click More.
CAUTION! If you forget to click Save, you may lose your changes.
1. To display the record to be changed, enter the patient Account Number and click Patient Load or press [ENTER].
  Tip: If you do not know the Patient Account, you can click Search to see a list of patients.
  Keyboard shortcut: [ALT] [f] [r]
1. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.
2. Enter the data changes.
3. To complete the edit process, click Save or press [ENTER].
  Keyboard shortcut: [ALT] [f] [s]
Understanding the field values click the field name in the table below the window example:

Patient Entry - Balance Detail Window Prompts Tip: To see more information about a field, click the hyperlink for that field.
Patient Balance	Displays the patient's current balance. (7.2 numeric)
Insurance Balance	Displays the patient's current insurance balance, which is the balance responsibility of the insurance carriers. (7.2 numeric)
Other Balance	Displays the patient's other balance, if applicable. (7.2 numeric)
Patient Payments YTD	Displays the accumulation of payments received so far this year for services rendered for this patient. (7.2 numeric)
Unapplied Payments	Displays the accumulation of payments received for services rendered for this patient, which were not applied directly to their services. (7.2 numeric)
Cause	Displays the Cause Code associated with the last service entered for this patient, if applicable. (2 characters)
Date	Displays the date the Cause Code was entered, if applicable. (mm/dd/yyyy)
State	Displays the US Postal Service state abbreviation for the state associated with Cause Code. (2 characters, all caps)
Admission Date	Displays the date the patient was admitted to the hospital, if applicable. (mm/dd/yyyy)
Discharge Date	Displays the date the patient was discharged from the hospital, if applicable. (mm/dd/yyyy)
Date of Last Service	Displays the last date of service for this patient. (mm/dd/yyyy)
Date of Last Payment	Displays the date the last payment was applied to the patient's account. (mm/dd/yyyy)
Date of Last Statement	Displays the date the most recent statement was printed for this patient. (mm/dd/yyyy)
Statement Frequency	Leave blank. This field is not used currently.
# Post OP Visits	Displays the number of Post Operative Visits the patient has had. (2.0 numeric)
# Missed Appointments	Displays the number of times the patient has missed their scheduled appointments. (2.0 numeric)
Last Surgical Procedure	Displays the Procedure Code for the patient's Last Surgical Procedure, if applicable. (up to 9 characters)
Budget Type	Enter the Budget Type Code, if the patient is on a budget payment plan. (1 character)
Budget Amount	Enter the amount the patient is expected to pay each budget period, if they are on a budget payment plan. (7.2 numeric)
Notes: The following fields are informational only and can be used for reporting purposes. Because the fields are user-defined, the field names in the software may not match the documentation. You can globally change the field names by updating INSight's .PARAM record.
Comment 1	Maintain and view user-defined information. (up to 15 characters)
Comment 2	Maintain and view user-defined information. (up to 15 characters)
Comment 3	Maintain and view user-defined information. (up to 15 characters)