Quick Bar: Overview---Demographics---Insurance---Credit_Messages---Balance_Detail---Workers'_Compensation---Patient_Specifics---Referral_Authorization---Recall_Logging---Appointments_List
Patient Entry - Balance Detail Window
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.
Editing Patient Entry Balance Detail, click More.
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. |
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Displays the patient's current balance. (7.2 numeric) |
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Displays the patient's current insurance balance, which is the balance responsibility of the insurance carriers. (7.2 numeric) |
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Displays the patient's other balance, if applicable. (7.2 numeric) |
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Displays the accumulation of payments received so far this year for services rendered for this patient. (7.2 numeric) |
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Displays the accumulation of payments received for services rendered for this patient, which were not applied directly to their services. (7.2 numeric) |
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Displays the Cause Code associated with the last service entered for this patient, if applicable. (2 characters) |
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Displays the date the Cause Code was entered, if applicable. (mm/dd/yyyy) |
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Displays the US Postal Service state abbreviation for the state associated with Cause Code. (2 characters, all caps) |
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Displays the date the patient was admitted to the hospital, if applicable. (mm/dd/yyyy) |
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Displays the date the patient was discharged from the hospital, if applicable. (mm/dd/yyyy) |
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Displays the last date of service for this patient. (mm/dd/yyyy) |
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Displays the date the last payment was applied to the patient's account. (mm/dd/yyyy) |
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Displays the date the most recent statement was printed for this patient. (mm/dd/yyyy) |
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Leave blank. This field is not used currently. |
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Displays the number of Post Operative Visits the patient has had. (2.0 numeric) |
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Displays the number of times the patient has missed their scheduled appointments. (2.0 numeric) |
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Displays the Procedure Code for the patient's Last Surgical Procedure, if applicable. (up to 9 characters) |
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Enter the Budget Type Code, if the patient is on a budget payment plan. (1 character) |
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Enter the amount the patient is expected to pay each budget period, if they are on a budget payment plan. (7.2 numeric) |
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Notes:
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Maintain and view user-defined information. (up to 15 characters) |
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Maintain and view user-defined information. (up to 15 characters) |
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Maintain and view user-defined information. (up to 15 characters) |