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References - Financial Status

Financial Statuses are used to help track patient accounts. Commonly used financial statuses include "Collections", "Self Pay", "Capitation" and so on.

To create a new financial status, go to References and select Financial Status in the sidebar. Click the green plus button to create a new record, and enter the status you'd like to add.
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After entering the information, save the new record by going up to the Edit menu and choosing Save Record, or using the Command-S keyboard shortcut.

To associate a financial status to an account, go to the Patients ability and select a patient on the account you wish to edit. Go to the Account Tab, the Financial Status field is located in the top middle of the tab.
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