The Accounts page is used to manage guarantor accounts.
Accounts Page
Act: [ID] / General Tab
Act: [ID] / Active AR Tab
Act: [ID] / Collections Tab
Act: [ID] / Notes Tab
Act: [ID] / External Collections Tab
Act: [ID] / Patient List Tab
Update Person / Person Information Tab
Update Person / Insurance Tab
Update Person / Address History Tab
Update Person / Appointment History Tab
Searching for Accounts
Merging Guarantor Accounts
Generating Demand Statement
Applying Service Line Adjustments
Distributing On-Account Funds
Rebilling Claims with Fee Changes
Rebilling Claims without Fee Changes
Voiding Claims Sent in Error
Refunding Payments
Reversing Charges
Reversing Payments
Reversing Miscellaneous Adjustments
Reassigning Financial Responsibility
Viewing Cases
Viewing Claims
Viewing Payments
Viewing Attached Images
Transferring Service Fee Lines to Internal Collections
Transferring Service Fee Lines to External Collections
Creating Payment Plans
Canceling Pre-Collections on Service Fee Lines
Suspending Pre-Collections Eligibility Status on a Specific Service Fee Line
Holding Statements on Specific Service Fee Lines
Generating the Remit Detail Report
Printing the Account AR Activity
Generating the Account Overview Report
Creating Account Notes
Updating Person
Tip Sheet
Rebills Tip Sheet