Patient Account Summary

Location: Patient Payments

To view the account summary for a patient:

1.Click MENU > Patient Payments.

2.Enter patient name in Search box.

3.Select patient from list.

The account summary shows:

•The next 5 scheduled payments. To see more, click View All.

•Date

•Description -- if the payment is toward a payment plan, the payment number of total payments is also listed (e.g. Payment 5 of 12).

•Payment amount

•Patient's Information

•Name

•Date of Birth

•EHR Chart Number.

•The last 5 transactions. To see more, click View All.

•Date

•Description

•Location where transaction occurred (Updox or Portal)

•Amount