Open the Financial Information panel on the Home page of the patient folder to view a snapshot of the combined financial summaries for all responsible party and insurance accounts associated with this patient's treatment, as well as the list of currently active contracts.
Patient Folder Home Page 
Financial Info panel. (See "Patient Home Page" for details about opening the patient's Home page and selecting the panel(s) to view. The process is slightly different, depending on whether Normal panel mode or Single Expanded panel mode is enabled in your Visual User Options.)
Expand / Collapse / Move the Panel - (Normal panel mode only: Single Expanded panel mode always shows panels expanded. See "Patient Home Page" for details.) You can expand, collapse, and move the information panel as needed. Some features of this panel only function when the panel is expanded.
Review snapshot - The Snapshot section of the panel summarizes the combined balances, total amount due, and overall aging for all of the patient's active contracts, including insurance contracts.
Re-sort contracts - Click a column heading in the Active Contracts section of the panel to sort the list by that data. Click the same heading again to reverse the sort order.
Open contract ledger - Click a billing name in the Active Contracts section of the panel to open the patient's Finance page to that contract's ledger.
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