How to manage patient accounts Part 2

How to manage a Patient account 

Many actions can be done on a patient account allowing the practice to manage the account better and ensure they are regularly updated.

Below are a few examples of the options available to help monitor and manage the patient account.

How to Generate/Email a statement

1. From the ‘Accounts’ tab, search for the patient, and view the account.
2. Select the “Generate Statement” or “Email Statement” option.
3. Choose the statement type either “outstanding balance only” or “Full statement”
4. “Outstanding balance only” allows the user to select the outstanding invoices only.
5. “Full statement” allows the user to select a specific date.
6. Once all the required information is captured, click “Generate statement” or “Email Statement”.

Note: The user can also add a message to appear at the bottom of the screen.

How to write off a balance

1. From the ‘Accounts’ tab, search for the patient, and view the account.
2. Select the “Write-off” option.
3. Select the amount you would like to “Write-off”
4. Click on “save” 

Note: The NOVA system will advise the user on recommended actions on particular claims.

How to capture a credit note 

1. From the ‘Accounts’ tab, search for the patient, and view the account.
2. Select the “Credit note” option.
3. Complete all the required fields.
4. Click on “Save” to ensure the credit note has been added to the client account.