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Account Tab - Financial Summary

In the lower half of the Account tab you will see a financial summary of the account, including an aging analysis for each patient and the account as a whole. You can also view aging analysis specifically for the Insurance Portion or Patient Portion.
 
Financial Summary - Balance

The Balance tab displays an aging analysis for each patient on the account. This tab will display a total of both the Insurance and Patient Portions. It quickly displays the dates of the last statement and claim sent, as well as posted and procedure dates for the most recent payment entered. YTD Charges and Credits indicate the total debits and credits posted since the first of the year.  

Financial Summary - Insurance Portion
The Insurance Portion tab displays an aging analysis for the insurance balance of each patient on the account. The Last Ins. Sent Date is the date of the most recent claim printed for the patient. Last Payment Posted and Last Payment Date columns indicate the Posted and Procedure dates of the most recent insurance payment on the account, respectively. YTD Charges indicate the total debits posted since the first of the year.
 
Financial Summary - Patient Portion
The Patient Portion tab displays an aging analysis for the Patient Portion of each patient on the account. The Last Stmnt Date indicates the date the last statement was generated for the account. Last Payment Posted and Last Payment Date columns indicate the Posted and Procedure dates of the most recent payment on the account, respectively. YTD Charges indicate the total debits posted since the first of the year. YTD Credits displays total patient payments and negative adjustments posted during the same time period.
 
Financial Summary - Unapplied
The Unapplied tab displays the Payment Date (posted date), Code (payment type), Reference No., Total Amount, and Unapplied amount of any unapplied payments on the account.
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