The Account Directory Detail Page provides a comprehensive summary of a specific account’s information. This Summary View is designed to give you quick access to critical details, financial data, and account activity. Here’s an overview of the key sections and features available in the summary view.
Key Features of the Summary View
1. Overview Section
At the top of the page, you’ll find a quick summary of the account:
-
Outstanding Balance: Displays the total amount the account owes.
-
Gross Volume: Shows the total payments received from this account.
-
Messages: Tracks the total number of messages exchanged with the account.
-
Action Buttons:
-
Create Payment: Allows you to process a new payment for the account.
-
Send Payment Request: Quickly send a payment link to the patient.
-
Statement Link: Generate a statement link for sharing account details.
-
2. Account Details
This section contains the patient’s key personal information:
-
Date of Birth
-
Email
-
Phone Number
-
Account Type: Indicates whether the account is for a guarantor or patient.
-
Account Status: Displays whether the account is Active or inactive.
You can edit this information directly from this section.
3. Financial Details
Provides a summary of the account’s financial history and status:
-
Gross Volume: Total payments made by the account.
-
Transactions: The total number of transactions processed.
-
Total Outstanding: The amount currently owed by the account.
-
Patient Portion: The portion of the outstanding amount attributed to the patient.
-
Insurance Estimate: Displays any estimated insurance coverage (if applicable).
4. Address
This section lists the account’s address details, including:
-
Address Line: Displays the account’s street address.
-
City, State, and Zip Code: Additional location details.
If there’s missing information, you can update it by clicking Edit.
5. Payment Methods
This section displays the payment methods saved on file for the account:
-
Type: The type of payment method (e.g., credit card).
-
Details: Specific details about the saved payment method (e.g., last four digits and expiration date).
-
Default Method: Indicates whether a payment method is set as the default for transactions.
-
Action Buttons:
-
Add: Add a new payment method to the account.
-
Request: Request updated payment information from the account.
-
Remove: Remove an existing payment method.
-
How to Use the Summary View
-
Review Account Status: Check the account’s outstanding balance and financial history to identify actions needed.
-
Send Payment Requests: Use the action buttons to create payments or request payments for outstanding balances.
-
Update Information: Edit personal, financial, or address details directly in the respective sections.
-
Manage Payment Methods: Add, update, or remove payment methods to ensure smooth payment processing.
Benefits of the Summary View
-
Centralized Information: Access all relevant account data in one place.
-
Streamlined Actions: Quickly perform key tasks like sending payment requests or updating account details.
-
Improved Accuracy: Edit and update information directly to keep records current.
-
Enhanced Financial Tracking: Get an overview of balances, transactions, and payment history at a glance.
The Account Directory Detail Page: Summary View is a powerful tool for managing individual accounts effectively. For additional assistance or feature-specific guidance, contact support or explore related articles in the help center!