Check a Patient's Outstanding Balance from the EHR

Check a Patient's Outstanding Balance from the EHR

The patient card makes it easy to manage a patient’s details all in one place. 
Here is how to see a patient's outstanding balance from the EHR:

  1. To open up a patient’s card, type your patient’s name into the Search box, which you can find at the top of any page within the Adit platform.
  2. Select the patient from the list of suggested matches, and their Patient Card will open on the right-hand side of your screen
  3. In the activities tab, you can see the summary of the Balance Due from the Patient’s account in the EHR.
  4. Click on EHR Balance Due, and a page will open showing additional details 
  5. At the top of the card, you can see the breakdown of the EHR balance.
    1. Total: the original amount charged
    2. Insurance: how much the insurance paid
    3. Est. Patient: how much the patient owes after the insurance claim
    4. Current: overdue amount that is still within the first 30 days
    5. 30+ days: the overdue amount that is over 30 days due
    6. 60+ days: the overdue amount that is over 60 days due
    7. 90+ days: the overdue amount that is over 90 days due
  6. In the next section you can see all of the ledger entries
  7. You can filter out the entries by typing the patient name or treatment code in the search box, or filter the date by clicking on the calendar icon  
  8. The Ledger entries will display the following columns:
    1. Date
      1. The date of the entry
      2. The type of transaction such as:
        1. Adjustments
        2. Charges from Providers
        3. Payments from Insurance
        4. Payments from Patients
        5. Notes
    2. Patient 
      1. Patient Name
        1. Please note if a patient is listed as the main guardian, then their EHR balance will hold all of the entries from the entire family profile
    3. Amount
      1. Amount Posted
        1. If the amount is green then it is a credit towards the balance
        2. If the amount is red then it is a charge towards the balance
      2. Treatment Code Associated with that service
    4. Balance
      1. This is a running summary of the balance owed
  9. You can click on the show more button to load additional entries from the patient ledger 



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