Recording Financial Information

After you indicate whether or not you have verified that the patient’s identity matches the types of identification listed on the eDocuments Information, Fee Slip, or Receipts & Adjustments window, the verification information appears on the Financial Info tab on the Patient Demographic window. The current date is populated in the Last Checked field and the person who recorded the verification of information is populated in the Recorded By field.

For more information on verifying the patient’s identity in the eDocuments Information window, see Attaching Electronic Documents to Patient Records in ExamWRITER.

For more information on verifying the patient’s identity in the Fee Slip window, see To record payments .

For more information on verifying the patient’s identity in the Receipts & Adjustments window, see Applying Payments to Patient Receivables.

1. Click the Financial tab in the Patient Demographic window.
2. Select the patient’s fee classification from the Patient Fee Type drop-down menu.
3. Select the Send Statement check box if you want to send financial statements to the patient.
4. Select the Credit Limit check box if the patient has a limit on the balance that they can owe you. Type or select the amount that you will risk on their account in the Amount text box.
5. Select the Cash Only check box if you only accept cash payments from this patient.
6. Select the Send to Collection check box if you have sent the patient’s account to your collection agency.
7. Select the Apply Finance Charge check box to charge the patient a percentage of their overdue balance when you send them a financial statement.
8. Select the Apply Late Charge check box to add an additional amount to the patient’s statements with outstanding balances.
9. Type and select the patient driver’s license number, expiration date, and state in the Driver’s License box.
10. Click Credit Card and enter the patient’s credit card number, cardholder name, credit card type, and expiration date in the Credit Card Information box.
11. Select the Possible Identity Theft check box and click Save if you have received a notification that the patient’s identity may have been stolen.

A red “RFR” box appears in the Patient Center, Fee Slip, Receipts & Adjustments, and Patient Demographic (Financial Info tab) window to quickly indicate to you the identity theft status of the patient’s security and identity information.

For information on recording patient identity and security information, watch this video.

To add notes about the patient’s security and identity information, click New Notes to date and time stamp the note, type text in the Notes text box, and click Save.

In addition to the procedure above, watch this video for more information.