Practices with the Billing Module enabled will have access to the "Balances" tab when selecting Persons and Institutions | Patients | select patient name | Balances. This tab will displace specific balance information and the Card Manager for practices with integrated credit card processing.

Balances Definitions:

Patient Balance: Amount set to patient responsibility (Note: the aging process may or may not have been started).

Insurance Balance: Amount set to insurance responsibility (Note: the insurance balance includes items not yet billed to insurance). 

Prepayment Credit: Amount of prepayment on a clients account. 

Account Balance: Total combined of patient and insurance balance, does not include prepayment credit. 

Balances Aging Definitions:

Current: Total patient balance currently due. (Under 30 days since a statement was marked as printed)

Over 30 Days Past Due: Balance marked as printed on a patient statement in the past 30-59 days. 

Over 60 Days Past Due: Balance was marked as printed on a patient statement in the past 60-89 days. 

Over 90 Days Past Due: Balance was marked as printed on a patient statement in the past 90-119 days. 

Over 120 Days Past Due: Balance was marked as printed on a patient statement more than 120 days ago. 

Card Manager

Practices that use integrated credit card processing can access the Card Manager from the Balances tab. Users can store credit card information to be used at a later date here. The card information is not available once saved due to PCI Compliance, however a token for the card is stored and can be used to process payments at a later date. If a patient saves a card via the Patient Portal, then that card will also be stored in the Card Manager. Cards added to the Card Manager in the EHR are not available to the patient in the Patient Portal. 

To add a new card:

1. Click + New Card Entry
2. This will open the "New Card Manager Entry
3. Complete the required information and click OK

For more information on the Card Manager click here!