Account Inquiry |
  
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The ACCOUNT INQUIRY page will display all posted patient or third party account information, including both UNPAID and PAID invoices.
The screen prompts are:
ACCOUNT NUMBER - Enter the account number to review. Alternatively, click the 
symbol to search for a specific patient or third party funder, or type the last name of the patient to select. Press enter to search.
ALL LOCATIONS - Check this box to include account activity across all locations. (Access to locations is based on your Application User settings and the Document Parameter settings in Clinic Information.)
LOCATION - If ALL LOCATIONS is not checked, a specific location can be selected. (Access to locations is based on your Application User settings and the Document Parameter settings in Clinic Information.)
STARTING DATE - Enter a starting date for the record selection. This is the starting date for information to appear on the inquiry.
ENDING DATE - Enter an ending date or cut off date for information in this inquiry.
INCLUDE DEPOSITS - Check this box to add any Quotes or Repairs with deposits to the list.
DOCUMENT NUMBER - If searching for a specific document number within this account, enter that document number here. The inquiry will look for an exact match paired with your other search criteria.
AGE AS OF MONTH END - When this box is checked, invoices are aged according to month end. When unchecked, invoices are aged according to the system dates.
SHOW OUTSTANDING ITEMS ONLY - When checked, only unpaid invoices will display. If this box is unchecked, all account activity will display.
Click CONTINUE.
An information window will appear and will display the requested information.
Use the PAGE UP/DOWN or up and down arrows to scroll through the account details.
You will see all of the transactions within the date range selected on the specified account.
DOC DATE - Refers to the date of the invoice or document.
T - Shows the TYPE of document. (Example: Invoice, Finance Charges and Repair)
DOC # - Shows the document number associated with the transaction. Clicking the 
button will present you wish a VIEW ONLY display of the document. If you are viewing an Invoice, the RETURN INVOICE button will appear at the lower left of the display so that users can return an invoice directly from this screen.
Click OK to close the VIEW INVOICE screen and return to the ACCOUNT INQUIRY results.
ORIGINAL AMT - Shows the original invoiced amount.
LOC - Location associated to the document.
FUND AMT - Shows the amount covered by third party funding.
FUND BALANCE - Shows the amount still owed by the third party funding source. You can find more document details on what comprises this balance by clicking the button.
DEPT AMT - Shows the outstanding deposits on current transactions.
AMT PAID - Shows applicable payments towards this invoice. You can find more document details by clicking the button beside the payment amount.
BALANCE - Shows any outstanding invoice balances as of the date the inquiry is being run.
Click the CRITERIA (filter) icon to review the selection criteria for the results displayed.
Click the EXCEL icon to export the displayed results to excel.
Click the CANCEL icon to cancel this display and return to the previous selection screen.
The bottom of the screen summarizes the Account Balance and breaks down the Account Balance into what is current, overdue by 31-60 days, overdue by 61-90 days and over 90 days overdue. (Depending on your selected ‘AGE AS OF’ date from your CLINIC INFORMATION under the DOCUMENT PARAMETERS settings.) There is also a DEPOSITS field that shows how much is currently being held in deposits for this account.