The Provider Credit Balances Manager includes a toolbar to provide access to the Family File and Ledger as well as allocating credit balances.
|
Button |
Name |
Description |
|
|
Family File |
Click to store and display important patient information, such as the patient’s name, address, phone number, health history, birth date, insurance coverage, employer, and referral information. |
|
|
Click to open the Ledger from which you can enter payments, file claims, print statements, set up financial agreements, and more. |
|
|
|
Refresh |
Click to refresh the Provider and Credit Balances Manager window. |
|
|
Copy To Clipboard |
Click to copy the contents of the Provider Credit Balances Manager to the Windows Clipboard. You can then paste the contents into a spreadsheet, such as Excel. |
|
|
Click to open the Allocate Credit Balances dialog box from which you can specify which providers should receive part of an over-payment or a credit after procedures have been entered. You can also transfer patient or provider balances within a family without affecting the aging of the account. |
