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Login to Healthbridge NovaHow to add a patientHow to add an appointment to the CalendarHow to do a benefit checkHow to capture an invoiceHow to manage patient accounts Part 1How to manage patient accounts Part 2How to add notes to a Patient Account Working with the Healthbridge Nova inboxHow to do a Manual RA Capture.How to Fix and Resubmit claimsHow to search for patient accountsHow to view transactions and invoices on an account How to manage captured invoices How to follow up on Invoices
Operational
Transferring Liabilities Bulk messagesAccount AgeHealthbridge Nova ReportsHow to manage electronic remittances
Setup
How to add a providerHow to add custom charge codesCustomizing the CalendarHow to set up private rates How to add a BranchHow to change your SMS and email templatesHow to set a mandatory ID Number when creating patient accountsHow to reset passwords (System admin rights required)Percentage Billing How to add a new userHow to set up Network pricing and contracts

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 

To manage a patient's account:

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

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'.

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

 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).

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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