Patient Financial Panel
Use the Financial Information panel of the patient folder Home page 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.
Open the patient folder Home page, and enable the 
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
If the patient's Home page is in Normal mode, you can click the top-right box, or double-click the header to expand or collapse the panel, and drag the panel around the screen. If you opened the Home page in Single Expanded mode, the selected panel will be expanded, and all other panel headers appear at the right.
Certain features only function when the panel is expanded. If a feature doesn't seem to be working, be sure you are in expanded panel mode. See "Patient Home Page" for details.
Adjust Column Width
Click the bar between two columns to reallocate the column space. Be aware that it is possible to adjust a column to be so narrow that you no longer see it.
Change Column Order
Click a column heading and drag it to a new location within the window. Other columns adjust accordingly.
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.
Open Transaction Ledger - 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 Finance Page" for details.
