Account Options:
Send Statements—Indicates that a statement will be sent if there is a balance on the account
Finance Charges—Indicates that finance charge/rebill fee applies to the account balance as designated for the practice
Collection Messages—Indicates that default messages set up for the practice will be included on any account statement
Note: If Send Statements is deselected, Collection Messages will automatically deselect
Print Stmt Estimates—Indicates account statements will include the estimated patient balance as well as the full account balance if this option is turned on for the practice
Collection Account—Indicates that the account has been turned over to a collection agency
Medicaid Account—Indicates Medicaid will be billed, no patient billing
Request QuickStatement—Indicates that an account statement is to be generated during the next Daily Closing process
Statement Reviewed—Indicates that the account has been reviewed in preparation for the next Monthly Closing process
Changing the Account Options on an Account:
- Open the appropriate Account screen
- Click on the General tab
- Click on the appropriate checkbox(s) in the Account Options section to select/deselect the options that apply to the account Note: Selecting Collection Account or Medicaid Account will cause all other Account Options to automatically deselect
- Save the changes to the account
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