View Patient Accounts

This topic describes how to review detailed information in the Account tab, located on the Collect Payment dialog.

Account Tab

The Account tab provides a more detailed view of all transactions on a patient account. You can filter by date of service and type of transaction. It is designed for researching and answering very specific questions.

Viewing Patient Accounts

The Patient Account detail on the Collect Payment dialog is designed to allow for easy review of a patients account. The patient account information can be filtered and sorted by date of service, sorting on all columns and filtering on the Detail and Item columns to allow easier searching for specific transactions.

Examples

Examples of sorting transactions by date and filtering by item are shown here.