Patient Statement of Account
The Statement of Account tab provides information on the financial status of the patient's account, including past transactions and overdue payments. This guide provides an overview of the information and actions available.
The Statement of Account displays two tables related to the patient's account: Account Transactions and Account Aging.
The Account Transactions table displays the patient's payment history. This includes a list of orders, sorted by payment date by default. (To do: Confirm that this is payment date.) Each transaction also displays the type of payment, amount paid, and general order information.
The Account Aging table displays any outstanding balances related to the patient record, sorted by current charges and charges that are 30-, 60-, and 90-days past due.
Similar to the Transaction History tab, the Statement of Account tab is also view-only. This means that you can view the related account history, but no actions are available.