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 Encompass 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 top menu bar in Encompass, click Patients and select Search/Add patient.
- Enter the patient's information and click Search.
- Select the patient from the search results list or click + Patient to add a new patient.
The patient's Demographics or Overview screen opens.
- On the left side menu, 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.