Review a Family’s Account History
When you need to troubleshoot a billing issue for an account, or a family asks for an annual account record, use the Account History in the patient’s chart.
Contents
Open an Account History
Open the Billing section of a patient’s chart and click “Account History”.
The Account History for a patient shows their billing account’s Account Balances component and the complete history of all encounters for that family.
Review the Details of an Encounter
For each encounter, you can see all billing details, including the patient, providers, current responsible party, place of service, and a table of charges.
For each charge, you can see the date of service, the code and description, and the charge, payment, and due amounts. When payments and adjustments apply to a charge, they appear in line beneath that charge.
Understanding Unapplied Payments
The Account History is primarily organized by encounter and sorted by date of service. However, if there is an unapplied payment on the account, it will be treated as its own encounter and appear by itself, with a description of any charges it is currently paying towards.
When an unapplied payment is paying part or all of a charge, it also appears in orange in the history of that charge.
As a best practice, most offices link all payments directly to charges. Use the Payments tool to link an unapplied payment.
Filter, Display Details, and Search the Account History
Sometimes the default Account History won’t show you exactly what you need to see. Use the filters and options at the top to view an account history for a specific date range or for a specific dependent.
You can display additional information on the history, such as the diagnoses, the CARC codes and descriptions, and every time a charge appeared on a personal statement.
You can use this information to understand the purpose of an encounter, to show the reason for an adjustment, or to see if your practice has generated a bill yet for a specific encounter.
You can turn these optional details on or off at any time. They will persist as your personal preferences when you view another account’s history.
Finally, you can use the Find field to quickly locate a diagnosis, procedure, or any text in the Account History.
By filtering, adding details, and searching, you can hone in on exactly the details you need to review in the account’s history.
Print an Account History for a Family
When a family wants a detailed account history, click “Print”.
You can also customize the Account History using the filters, options, and searches at the top of the screen.
For example, if the family needs an account history for a single patient, you can select them and then click “Print”. Or, if they need a history for all encounters on a particular year, you can enter a date range.
You can even use the Find field to limit the history to particular encounters, and then generate an Account History with only those encounters.