To Apply a Bad Debt Status to a Patient's Account
Before you begin
Procedure
- Open the patient's record.
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Select Accounts from the margin menu.
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Select an account and click
The list of invoices for that account are displayed.
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Select an invoice and then click
The Account Details window appears.
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Click
within the Status field at the top-right of the window. The Account Status window appears.
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Select the Referred to Debt Collector option. Upon selecting this option the associated
button becomes available. -
Click
to select a Debt Collector, after which you will be returned to the Account Status window. - Enter the date on which the referral was made into the remaining text box.
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Click OK. when finished.
This action has the following effects:
- When searching for patients, you will notice that this patient has a pink Bad Debt warning on the search window.
- If an attempt is made to make an appointment for this patient, a warning appears reminding the user of the patient's status.
- If an attempt is made to create an invoice or receipt for this patient, a warning appears reminding the user of the patient's status.
- On the patient's Accounts window, the status column will display 'BAD DEBT'.