Account Module Account Module: Maintains financial information on patient. Shows individual patient's accounting - not the entire family. To see accounting for other family members, look at the list of all family members that appear under Select Patient on the right. If you click on any family member you may switch patient accounts. Account Toolbar Aging: You do not have to "close out" at the end of the month, as in other software packages, to put procedures into history. However, if you don't want previous accounting entries to be changed, you may assign Security permissions to each user based on date. The older entries can still be changed, but you can only change them if you have permission and a password. The procedures themselves are always protected from any changes no matter what your security settings. In order to see remaining insurance coverage, hover over the Ins Rem box (right). The way the figures are calculated are similar to the way they are in Treatment Plan. Payment Plans: Patient Account: Running balances do not take into account any pending insurance
estimates. The estimated balance after insurance pays may be seen
at the top of the screen next to aging. If you don't accept a
patient's insurance assignment of benefits, but want the patient to pay
the full amount no matter the insurance estimate, all of the time, then
you need to go to Account Module Setup and check off the little box that says: "Balances don't subtract insurance estimate". Most offices do not select this option. All Patient Payments may be Split (apportioned) among different family members or between different providers. "Splits" can even be attached to procedures and applied to other families. For Insurance Payments, you must enter the payment for each patient separately. Then you create the check that combines payments for several patients. Communications Log: *Main Tab* Credit Card Manage: See Credit Cards. Select Patient: This lists all family members. Click on a patient to select. Family Financial: These notes aren't tracked in the Audit Trail. Show Tab
To filter your results in the Patient Account grid by date, select a date range. If you enter the start or end date manually, click the Refresh button to update your results. Show Proc Breakdowns: Displays additional financial info in the description column for every procedure (like: patient portion due, amount insurance paid, amt. of writeoff, amt. of adjustment). To show the breakdown on patient billing statements, select "Show procedure breakdown" in the Manage Module Setup. Show Family Comm Entries: Show Commlog entries for the entire family, and not just the current patient. At the lower right is the Questionnaire button and the Trojan Express Collect button.
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EZ 2000 Plus Dental Software 800-273-5033
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