Viewing a Patient's Balance Details
The balance details panel in Material Orders shows both the patient's invoiced orders balance and any insurance balance the patient currently has. If your practice recently converted to Eyefinity Practice Management from another system, the any outstanding balance from your old system is included in the patient's total balance. If you have Family Checkout enabled for your office, the panel also displays the outstanding balance amount for all patients associated with the same responsible party.
- On the left side of the Demographics screen, click Material Orders.
- Under Balance, click Details.
The balance details panel opens.
- When you are finished viewing the credit details, you can click Details again to close the panel.