---
title: "How to manage patient accounts Part 1"
url: "https://help.healthbridgenova.co.za/en/article/how-to-manage-patient-accounts-part-1"
language: "en"
last_updated: "2026-07-13T14:01:56.791Z"
---

# 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.

![](https://cdn-assets.productfruits.com/0cd50a4e-39d5-4c98-8c56-a00f3a5055a6)

**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'**.

![](https://cdn-assets.productfruits.com/cd4059e5-b191-4a50-8d68-37dcef677b39)

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

![](https://cdn-assets.productfruits.com/dd145436-a2c9-495d-be54-b7ac7bfdea22)

 **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).

![](https://cdn-assets.productfruits.com/cb77696a-c782-43eb-aa41-b0bf30732ed8)

**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.

![](https://cdn-assets.productfruits.com/5fd86d37-9c32-44e3-a83f-fbfc170a40a4)