Account Enquiry

Account Enquiry

Account Enquiry 

The Private Account Enquiry window provides a full record of all financial transactions and outstanding balances. 
Transactions are tracked at the invoice/voucher and item levels.
The private Account Enquiry window displays the aged outstanding debt as at the last aged Debt.
Any invoices billed since the last aging, and still unpaid, are included in the current total.

Access

MAIN MENU select Account Enquiry.
PATIENT DETAILS select System|Account Enquiry.
APPOINTMENT BOOK select Patient|Account History.
From WAITING ROOM select Patient|Account History.

Account Enquiry Screen

The Account Enquiry Screen is divided into Three grids.

Top Panel
A quick display of available options.
  1. All: [All patient invoices], MCA [Bulk Bill Vouchers], Priv [Private Invoices] and Other [Third Party Invoices]buttons allow you to zoom in on the selected invoices.
  2. Re-Age: allows you to age the specific Patient or Family account on display.
  3. Re-Lodge Claim: allows for a patient claim to be relodged with Medicare Australia where requested by Medicare.
  4. Lodge Advise: allows a reprint of the Patient Claim Lodgement.
  5. Print: will print the invoice selected in Patient Invoices.
  6. Next Patient: allows you to enter the detail to display the account enquiry for another patient.
  7. Close: Closes the screen.
Account Enquiry is Either for an Individual Patient or can display the balances and accounts of all the Family members.

The Top Grid View
Identifies The Patient, Head of Family and the Payer [Person or Third Party responsible for payment of the Patient Invoices]
It also Displays the Private, Medicare Bulk Bill or Third Party Outstanding Balances on the Patient or Family Account
ALL invoices for the Patient or Head of Family are displayed in the Patient Invoices grid.
The On Hold field displays the total of all invoices that are currently on hold.
The Credit field displays any amount in credit. A credit may occur if the patient overpays or prepays.

The Middle Grid
Displays the details of the Tab Selected at the bottom of the screen. The default option is Patient INVOICES.
Depending on the Invoice selected the Line items billed for that invoice is displayed and any payment or journal associated with the invoice is displayed.

From left to right, the columns for the Bottom TAB selected will display details of the transaction in Patient Invoices, Receipts, Outstanding Invoices or Quotations grid.

For Example: Patient Invoices displays:
  1. Date: Date the invoice was created
  2. Invoice: Internally generated invoice number
  3. Amount: Initial invoice value
  4. Journal: Total of any journals processed
  5. Paid: Total of any payments allocated
  6. Rebate Bal: Medicare payments outstanding
  7. Fund Bal: Health Fund payments outstanding
  8. Balance: Total outstanding balance of invoice
The Bottom grid -Line Items
Displays the line items included under the Tab selected at the bottom of this screen.
  1. Patient Invoice Details. Default display.
  2. Receipt Details:[Tab+2]
  3. Outstanding Invoice Details: [Tab+3]
  4. Held and Unbilled Invoices: [Tab+4]
  5. Quotations: [Tab+5]

From the Accounts Enquiry screen you can also:
Patient View. [CTRL+F9]
Account : Enter Patient bank details [F2]
Go to journals, select Patient|Journal. [F3]
Re-Age patient Account [F4]
Appointment [F5]
Go to Payments, select Patient|Payment. [F6]
Patient Details [F7]
Bill the selected patient, select Patient|Bill. [F8]
Print [Shift+F3]
Credit History Journals [Ctrl+F4]
Statement [Ctrl+F8]
Family View [Ctrl+shift+F9]
Next Patient [Ctrl+F9]
Invoiced [Ctrl+F4]
Outstanding Invoice [Ctrl+F2]
Receipts [Ctrl+F5]
Comment [Shift+F4]
Lodgement Advice [Shift+Ctrl+F4]
Re-Lodge Claim [Shift+Ctrl+F5]
Delete Same Day Claim  [Ctrl+F7]
Online Eligibilty Manager [Shift+F8]
Held and Unbilled invoices [Shift+Ctrl+F4]
Quotations [Shift+F7]
Invoice a Quotation [Ctrl+Shift+F7]
Patient Summary report [Ctrl+F6]
Financial Report [Shift+Ctrl+F6]

New feature in Proda
View invoice in billing screen.






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