Patient Finance Page

You view and edit your patient contracts from the Finance page of the patient folder.

Click to OpenOpen Patient Finance Page

Open a patient folder and select the Finance tab in the patient folder header to review and edit financial contract details for the patient.

Open from Home Page Financial Panel - You can click a billing name in the Active Contracts section of the Financial Info panel of the patient's Home page to open the patient's Finance page to that contract ledger. See "Patient Financial Panel" for details.

Alert Stop - If the patient has an alert trigger enabled for this feature, the Alert Stop pup-up window will appear when you initiate this feature for the patient. Review the alert information, then click the box to continue. (See "Patient Alerts" for details.)

Click to OpenWork With Accounts

Select the account you want to view from the list at the left of the window, then use the buttons at the top of the right side of the window to work with the ledger, contract details, proposals, or contract timeline.

Click to OpenAccounts List - The accounts section of the window summarizes the patient's contracts. You can expand a treatment phase header to see the current outstanding balance and amount due for each responsible party and insurance account. When collapsed, you see only the sum of outstanding balances for all accounts for that treatment.

Click to OpenAccount Details - Choose an account to work with, then view the contract details at the top of the right-hand pane. You also see the account aging and the contract progress bar, which contrasts the projected financial charges and payments (according to the contract structure) with the percentage of actual financial transactions that have taken place for the account. See "Edit Contract Details" for details about making changes to the contract class and late fee.

Additional Ways to View Account Aging - You can also view account aging from the Financial Info panel of the patient folder Home page, or the responsible party page of the patient folder, which considers only accounts assigned to that party.

Click to OpenTransaction Ledger - Enable the Ledger option at the top of the Finance page to review and manage the patient's transaction ledger in the bottom half of the window. You can filter the ledger by the type of transaction to include, and choose to view the only the transactions for the selected account, or for all accounts. In addition, you can adjust miscellaneous charges and receipts, audit transactions, and add internal notes to transactions as needed.

Click to OpenContract Details - Enable the Details option at the top of the Finance page of the patient folder, then use the bottom half of the window to review and compare payment schedules for all parties in the selected contract. You can change the level of information that you see, but you cannot edit payment schedules from this window.

Click to OpenProposed Contracts - Enable the Proposals option at the top of the Finances page to review and apply contract proposals. See "Edit & Apply Contract Proposals" for details.

Click to OpenContract Timeline - Enable the Contract Timeline option at the top of the Finances page to see a graphical representation of the selected contract. Use the filter to include only certain types of items on the timeline. Click an item on the timeline to view details about that item.

Click to OpenMore Information

Merge Partial Contracts - Use the Merge Contracts feature to combine transactions you have posted to a treatment phase that has no formal contract with a contract you have created for a different treatment phase. For example, if a patient incurred miscellaneous charges while in the "Observation" phase, but no contract was created for that phase, then the patient moved into "Phase I" and you created a contract, you can merge the "Observation" miscellaneous charges with the new "Phase I" contract. See "Merge Partial Contracts" for details.

Open Ledger From Post Transaction Window - Click a responsible party name in the Account Holder column of the contract list that's displayed at the top of the Post Transaction window to open the patient's Finance page to the ledger details. You may need to drag the Post Transaction window to another location on your screen, or minimize it to your task bar in order to view the transactions.

OrthoBanc Integration - When an Edge Cloud patient folder is linked to an OrthoBanc record, linked accounts will include an OrthoBancicon. Click the icon to manage the patient's Edge Cloud / OrthoBanc accounts.If the account does not include an OrthoBanc icon, you must first correctly link the patient folder to an OrthoBanc record. See "Link Edge Cloud Patients to OrthoBanc" for details.).

Trigger a Workflow - Use the Contract Paid in Full workflow trigger to activate a workflow whenever a receipt transaction results in paying off the patient's contract.

Click to OpenWork with Patient Folders - Edge Cloud includes several tools for working within your patient folders, regardless of which page is currently selected.

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