Patient Accounts

Overview of Patient Accounts in Alleva Billing.

Patient Accounts are the equivalent of the client chart in the billing platform. A lot of information from the EMR chart will automatically flow into the patient account. This includes all demographics, diagnoses, service history, level of care, guarantors, and insurance information.

On a patient account you can use visualizations to see outstanding insurance and private pay balances for the patient, represented in different colors to indicate how long it has been since the service was provided.

Use the orange "Actions" button to complete the following actions: apply credits, generate statements, generate superbills, post adjustments, post payments, and refund credits.

The following tabs are also available in patient accounts:

• Demographics - here you can view and edit client address, contact information, DOB, and more.
• Insurance - Insurance is added in the client chart (in the billing intake or on the chart under Client History). The insurance information flows to the Patient Account in billing and additional fields are available here, including the deductible, co-insurance, and more.

• Guarantor - Here you can view and add guarantors, storing their information including contact information, effective dates, and relationship to patient.
  
  
• Service History - Search or filter to see all services provided to this patient. Service information as well as total charges and any previous payments made are available to view, as well as the responsible party and the status of the encounter.
  
  
  
  
• Transactions - View all previous patient transactions (private pay, not insurance transactions). Filter by transaction type (payment, adjustment, or refund), payment type, date range, and more.
  
  
  
  
• Payment Plans - You can view the client's payment plans and add payments from this tab in the patient account. 
  
  
  
  
• Statements - View the client's statements (created in the "Statements" tab).
  
  
• Account Notes - View all billing system notes tied to this patient, change the status for note tasks, and create new notes from here.
  
  
  
• Unapplied Credit - If a client pays a deposit or overpays for their treatment, that extra payment can be stored here as unapplied credit. From this tab you can select the three dots next to the payment and click "Apply Credit" to apply it to an outstanding balance, or "Refund Credit" to issue a refund to the client.