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How to manage patient accounts Part 1

The user has multiple options available when required to manage a patient account, the user can make use of the following:

  • View account details
  • View all invoices linked to this account
  • View payments
  • Add or update next of kin details 
  • Manage the status of an account 

How to manage a patient's account

Step1 - Click on the 'Accounts' tab then click on 'Accounts' on the left-hand panel.

Step 2 - From here search for the specific account you are looking for or you can perform an advanced search.

Through the advanced search, you can filter by:

  • Scheme
  • Account Status
  • Plan
  • Option
  • Balance

Once you have defined your search criteria click on 'Search'.

Step 3 - From your search results open the patient account by clicking on their name.

 Step 4 - From the ‘Account Details’ screen you can:

  • Update or change Medical Aid details. 
  • Add a new member, or edit existing member details.
  • See all of the outstanding amounts. 
  • Use the options available to manage the outstanding amounts (eg. sending SMS’s, emailing statements, writing off small amounts, etc).

Step 5 - Should you need to perform any actions on the account you can do so by clicking on the action item on the left-hand panel or by clicking on the 'Actions' drop-down.

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