Payment Entry - Patient Balances Area

Use the Patient Balances Area in the Work Window to quickly view patient account balance information.  The table following the window example describes the Patient Balances Area of Payment Entry.

For additional information, click More.

Directions:

To display the Patient Balances Area in the Work Window:

• Basic Method:

1. Open Payment Entry:

1. Enter the Patient Account Number.

2. Press [ENTER].

3. Click Payment Entry in the Menu Tree.

2. If applicable, review the Batch Entry Window, and then click OK .
   Note:  The Batch Entry Window automatically displays only the first time you open Payment Entry for the day.  However, you can reopen it manually from the Work Window, if needed.
    

3. Advanced Methods:  To see additional methods for opening the Work Window, click More

    

   • Open Payment Entry using one of the following methods:

   • Click Payment Entry on the INSight Toolbar.

   • Or, click Daily Work from the Menu Bar, and next click Payment Entry.

   • Or, use the keyboard shortcut:  [ALT] [K] [click Payment Entry].

   • Or, if you use superbills, retrieve the superbill data by entering the Encounter Number in the Patient Account Number field.

   • Or, enter the patient's last name in the Account Number and press [ENTER] to launch the patient Search.

   2. If applicable, review the Batch Entry Window, and then click OK .
      Note:  The Batch Entry Window automatically displays only the first time you open Payment Entry for the day.  However, you can reopen it manually from the Work Window, if needed.

   Tip: To see several methods and shortcuts for entering the Account Number, see Tips for Entering the Patient Account Number.

    

Payment Entry - Patient Balances Area Example: