Accounts Tab

Manage the patient's accounts, transactions, and billing.

Use the Accounts tab of the Patient Explorer to create new accounts; nominate a patient's practitioner, location, billing classification, and account addressee; and print patient labels. After an account has been created, you can open it and record transactions.

  • The upper section of this tab displays a summary of the account information.
  • The lower section contains buttons that open an existing account, create a new account, or print labels.
  • Set Hide Inactive to hide inactive practitioners.