Client account overview

The Client Account window and Account information tab on the Patient Clipboard can be used to view a client’s account history, credit code, aged balance amounts, transaction details, and perform financial tasks.

Client Account window access and differences

Access

There are a several different ways to access the client account. The functionality is the same with a few minor differences.  

To open the Client Account window:

• Toolbar > Client Account
  
  
• Toolbar > Search Clients/Patients > right-click > Client Account
  
  

To view and update client account information on the Patient Clipboard:

• Patient Clipboard > Account Information tab
  

The Client Account window

• Displays more rows in the window, reducing scrolling.
• Transactions display in chronological order,making same-day transactions easier to follow.
• The following information is displayed when hovering over a transaction:
  
  • For Multi-location single database (MLSD) configured practices, the practice ID displays. For non-MLSD practices, the ID displays as 1.
  • Date and time of transaction.
• There is a Print button for the Client Account History report. 
• Change the displayed client by clicking Cancel and then use the Client ID field to: 
  • Enter a new ID.
  • Select a recent client from the drop-down.
  • Press F2 to search and select from the client list.

Account information tab

• Access financial tasks from right-click menu.
• Client Account History report print option is not available.
• Transactions display in chronological order,making same-day transactions easier to follow.
• The following information is displayed when hovering over a transaction:
  
  • For Multi-location single database (MLSD) configured practices, the practice ID displays. For non-MLSD practices, the ID displays as 1.
  • Date and time of transaction.

Perform financial tasks

The following tasks can all be performed from the client account. Click the topic to view the how to article.

• Enter a payment
• Void a payment
• Post an invoice
• Void an invoice
• Send an Online Payment Request. Requires enrollment with Online payments. Click HERE for more information.
• Return a check
• Transfer a balance
• Adjust the account
• Write off or reinstate an account

Viewing transaction details

1. Hover over rows to see additional information. Ex: Cashier ID on payments, longer comments entered when adjusting or writing off/reinstating an account, account comments.
   • Note: When hovering, the associated practice will display only on the Client Account window, not the Client Information tab.
2. With a row selected, double-click or right-click > View to open the associated transaction.
   • Note: For payments, the view option is only available for payments made on account, not payments made directly on invoices.
     

Adding comments to account history

1. Select the appropriate client in the Client Account window.
2. Click Comment or right-click > Comment.
3. Enter any notes and your initials.
4. Click OK.

Note: Comments cannot be edited or voided. Comments can be filtered from the Client Account History report.

Print account history

1. Navigate using any of the following:
   • Toolbar > Client Account
   • Toolbar > Search Clients/Patients Client > right-click > Client Account
2. Enter the Client ID or press F2 to search and select the client.
3. Click Print.
4. Add a date range, if needed, using AND at end of the client ID row.
   
5. Uncheck Hide voided items or Hide account comments, if needed.
6. Click Preview, Print or Save As.
7. Click Close to return to the Client Account window.

Additional information

Related Reports

• Client Account History