Overview

The Act: [ID] page provides details on the account selected from the Accounts page. Use the Act: [ID] page to review the outstanding balance summary, transaction activity, and collection activity on a guarantor account. 

It is comprised of 6 tabs:

The Patient List shows all alerts for patients linked to the guarantor account. For example, the patient is a child or a spouse of the guarantor.

How to Get Here?

From the Home Page:From the Menus:Via Shortcut Keys:
  1. Click Accounts from the Manage list.
  2. Search for an account.
  3. Double-click an account to open the Act: [ID] page.
  4. Click the Patient List tab.
  1. Open the Manage menu and select Accounts.
  2. Search for an account.
  3. Double-click an account to open the Act: [ID] page.
  4. Click the Patient List tab.
  1. Press [Alt] + [M] + [A].
  2. Search for an account.
  3. Double-click an account to open the Act: [ID] page.
  4. Click the Patient List tab.

 



Field Definitions

Field

Type

Required

Description

Patient

Display Only

(pulled from Case)

Yes

The name of the patient.

DOB

Display Only

(pulled from Person Information)

YesThe date of birth of the patient.
Age

Display Only

(pulled from Person Information)

YesThe age of the patient.
Phone

Display Only

(pulled from Person Information)

NoThe day phone of the patient.
Alert Text

Display Only

(pulled from Person Information)

No

The alert text that was entered for the patient on the Person Information tab. This alert text appears in a Message pop-up window whenever the patient or guarantor linked to the patient is selected. For example: Change of address needed.

Button Descriptions

Button

Shortcut Keys

Description

Step-By-Step Guides

Update[Alt] + [U]To update the person record.
  1. Select the patient/person to be updated.
  2. Click Update.
  3. Update the patient information.
View Attachment[Alt] + [V]Open the Image Viewer page to display or add an attachment.
  • Click View Attachment. The Image Viewer page opens.

If the account has any attachments, open the Set ID drop down list and select the attachment to view. If no attachments currently exist, a new attachment can be added to the account record by scanning or importing the image and attaching it.



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