Understanding the Account Directory Page

The Account Directory Page is your centralized hub for managing all patient accounts and their associated data. This page pulls information directly from your integrated EHR/PMS system, ensuring all records are up-to-date and synchronized. Additionally, the page allows you to manually add accounts for patients who may not be in the system.

Key Features of the Account Directory Page

1. Synchronized Data from Your EHR/PMS

• The Account Directory automatically pulls and syncs key data from your EHR/PMS, including:

  • Account Information: Names, contact details, and unique identifiers.

  • Financial Details: Gross volume, outstanding balances, and insurance estimates.

  • Activity Status: Tracks activity for features like Auto Collection, Subscriptions, and Payment Plans, indicating whether each is active or inactive for a specific patient.

2. Search and Filter Options

• Easily locate patient accounts by:

  • Name or Identifier: Use the search bar to find specific accounts.

  • Directory Sorting: Organize accounts by financial or activity metrics.

  • Filters: Narrow down results by specific attributes such as Auto Collection status or outstanding balances.

3. Activity Tracking

• The directory visually displays which accounts have active or inactive statuses for:

  • Auto Collection: Shows whether automated payment collections are enabled for the account.

  • Subscriptions: Indicates if a patient is enrolled in a subscription or membership program.

  • Payment Plans: Identifies accounts with active payment plans.

Manually Adding an Account

While most data is synced directly from your EHR/PMS, you can manually add new accounts if needed.

Steps to Add an Account

1. Click the Add Button:

   • Navigate to the top-right corner of the Account Directory page and click Add.

2. Fill in the Patient Details:

   • Enter the required fields, such as:

     • First Name and Last Name

     • Contact Information: Email, phone numbers, and address

     • Financial Details: Outstanding balance and insurance estimate

     • Other Details: Last visit date, birthday, and PMS ID (if applicable)

3. Save the Account:

   • Click Add Account to save the new entry. The account will now appear in the directory.

Use Cases for Manual Entry

• Adding new patients not yet registered in your EHR/PMS.

• Entering information for walk-in patients or external referrals.

• Temporary accounts for testing or special cases.

Benefits of the Account Directory Page

1. Centralized Management:

   • View and manage all patient accounts in one place, with a complete overview of financial and activity statuses.

2. Real-Time Syncing:

   • Ensure all data pulled from your EHR/PMS is accurate and up-to-date.

3. Flexible Account Creation:

   • Add accounts manually for unique situations without waiting for a sync.

4. Enhanced Financial Insights:

   • Quickly identify outstanding balances and inactive statuses to follow up on payments or activate services.

Tips for Effective Use

• Review Active/Inactive Accounts: Regularly check Auto Collection, Subscriptions, and Payment Plans statuses to identify accounts requiring updates.

• Use Filters for Targeted Management: Filter accounts with outstanding balances or inactive statuses to focus on critical tasks.

• Manually Add Accounts When Needed: Don’t wait for a system sync—add new patients manually when necessary.

The Account Directory Page is a powerful tool for managing patient accounts and ensuring your practice runs smoothly. Whether you rely on data from your EHR/PMS or need to manually add accounts, this feature provides flexibility and efficiency. For further assistance, contact support!

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