Account Tab Overview

The Accounts tab provides detailed information about all activity (both current and historical) on the patient's account. You can also search for a client, add a charge, new task or new note, print or export notes to Excel, and display insurance contact information for the case. The top half of the screen shows tasks and notes regarding the patient. Hover over a specific row to see additional information, including the claim number associated with the note or task.

Information is organized into the following four subtabs:

Statement Subtab

Displays a list of all charges for the selected statement including what charges have been posted, the amount billed, the amount insurance has paid, any adjustments made, the amount pending insurance payment, the amount the patient has paid, the patient balance and who is currently responsible for the charge. Use the drop down arrow to view and select any statement that has been generated for the patient. To preview and print the selected statement, click Print Statement.

Column Name Description
Service Date Date of service for the patient received treatment.
Type Indicates the type of transaction.
Amount Billed Amount billed for the procedure.
Insurance Paid Amount the insurance paid for the procedure.
Adjustments

Adjustment amount taken (includes any type of adjustment, contractual or user).
Codes Adjustment reason.
Insurance Pending Amount that has been sent to insurance and is pending payment.
Client Paid Amount paid by the patient.
Patient Balance Amount patient owes for the specified line or date of service.
At Payer Identifies who is currently responsible for payment.

Ledger Subtab

Provides line by line detailed timeline of what has happened to the account. Use filters to manage how much information is displayed on this screen. For example, filter the Service Date column to a specific date to see only transactions related to that specific visit. If too much information is still on the screen, use another filter on the CPT column to shorten the list further.

Column Name Description
Debit From Amount charged.
Credit To Amount paid.
Balance A running balance of the patient's account.
Transaction Date Date and time the transaction was entered into Insight.
Action Identifies the action taken related to the transaction. For example, CA = contractual adjustment.
For Payer Identifies the payer responsible for the transaction.
Service Date Date of service.
CPT CPT code charged.
Claim Claim number.
Problem Case description.
Payment Detailed information about the payment including who payed, the amount and how the payment was received.
Staff Name of the staff member that performed the action.
Note Note entered for the transaction.

Claims Detail Tab

Displays a list of all claims for the patient. Use the + to expand a row and see detailed information for each claim. If the row does not have a +, a response (such as patient payment, insurance payment, or user adjustment) for the claim has not been received. Click to open the Claim Editor.

Column Name Description
Claim Claim number.
Name, L, F Patient's last name, first name.
Billed Amount billed on the claim.
Paid Amount paid on the claim.
Adjustments User adjustment made on the claim which can include things like a patient balance written off due to collections, bad debt, agreement with patient, etc.
Starting Starting date on the claim.
Ending Ending date on the claim.
State Status of the claim.
Version Date Date and time the claim was created.
Version Description Identifies what happened to the claim. Hover over the column to see additional information.
Acting Pay Payer index of the active payer.
Plan Name Description of the payer index. For example, primary payer, secondary payer, etc.
EoC Episode of Care as defined in the Case Description field of the Case Information tab on the Client Editor.
Clinic Name of the clinic where the procedure was performed.

CoPay Ledger Subtab

Displays a list of all copays that have been charged, owed, held or distributed.

Column Name Description
Service Date Date and time of the patient's appointment that the copay amount covers.
Status Distributed - Patient money is held for the specified date of service and it has already been applied. Held - Copay has been charged and patient money has been applied but is being held specifically for a certain date of service. Note: Once an insurance response is received, and the balance has dropped to patient responsibility, the system automatically applies this money to the patient's balance. The money can be released and available credit so that it can be applied to any patient balance.
Copay Amount Amount the patient paid towards the copay.
Owed The amount stilled owed for the patient's copay. The patient arrived, but no patient money was applied towards the copay. Select Remove to remove the patient's responsibility to the copay. Note: If you remove the copay charge, it no longer displays in the Cash Register as owed but you will not be able to add the copay charge back.
Held Amount The amount held in reserve credit that has been earmarked specifically for a specific DOS. This amount automatically applies toward the date of service referenced on the line once the insurance response has been received and posted. Select Release to move the money to available credit that can be applied to any other patient balance.

Related Topics:

Print Statements

Claim Editor Window

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