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Version: 3.1

View an account

Overview​

This flow describes how to open an account in Care. The account page shows the financial summary, the billing progress, and the billing records of the patient.

Pre-requisites​

  • Someone created the account for the patient at the facility.
  • You are a member of the facility that holds the account.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Read AccountLets you open an account and see its details. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.

Steps​

1. Open the account list​

Use one of these entry points:

  • Open the patient profile. Select the Accounts tab. This tab lists all the accounts of the patient.
  • Open the facility. Select Billing. Select Accounts.

Note: On the patient profile, you can filter the accounts by status, billing status, created date, and tags.

2. Open the account​

Click the account that you want to see. Care opens the account page.

3. Read the account details​

The top of the page shows this information:

ComponentWhat it shows
Patient nameThe patient that owns the account.
Status badgeThe current status of the account.
Service periodThe start date and the end date of the service period.
TagsThe tags on the account.

4. Read the financial summary​

The Financial Summary shows these amounts:

ComponentWhat it shows
Amount DueThe amount that the patient must still pay.
Total PaidThe amount that the patient paid.
Billed (Gross)The gross amount that Care billed.
Total BillableThe amount that Care can bill.

Care calculates these amounts automatically.

Note: If the amounts look out of date, click Rebalance. Care recalculates the Financial Summary from the charge items and the payments of the account.

5. Read the billing lifecycle stepper​

The Billing Lifecycle Stepper shows the progress of the account through these stages:

  1. Open
  2. Care Completed
  3. Billing
  4. Closed

6. Open a tab​

The account page has these tabs:

TabKeyboard shortcut
InvoicesShift+1
Charge ItemsShift+2
PaymentsShift+3
ReportsShift+4
Bed Charge ItemsShift+5

Click a tab, or press its keyboard shortcut.

Expected Outcome​

  • Care shows the account page with the patient name, the status, the service period, and the tags.
  • Care shows the Financial Summary and the Billing Lifecycle Stepper.
  • You can open the Invoices, Charge Items, Payments, Reports, and Bed Charge Items tabs.

Concepts:

Flows: