Account Directory Detail: Top Bar Buttons

The Top Bar Buttons on the Account Detail page provide quick and easy access to key account actions, streamlining workflows and ensuring efficient account management. Here’s a detailed breakdown of each button and its functionality:

1. Create Payment

• Function: Opens the Create Payment popup to initiate a payment for the account.

• Pre-filled Information:

  • The account name and patient portion balance are automatically filled if accessed from the account’s detail page.

• Use Case: Quickly process payments for outstanding balances.

2. Send Payment Request

• Function: Opens a popup to send a payment request via SMS or email.

• Pre-filled Information:

  • The account name and patient portion balance are automatically filled, just like the Create Payment feature.

• Use Case: Request payment from the patient remotely with minimal setup.

3. Statement Link

• Function: Generates the account’s unique Statement Link, which includes:

  • Account-specific details: Patient name, contact info, outstanding balance (patient portion), and related transactions.

  • Appointments, Payments, and Adjustments: Displayed in detail unless hidden via the Ledger Breakdown tab’s Display Toggle.

• Use Case:

  • The Statement Link is included in Auto Collection emails, texts, and paper statements (via QR code).

  • Use it to provide patients with a detailed breakdown of their financial activity and outstanding balances.

4. More

The More dropdown provides additional options for advanced account management:

Options in the More Dropdown

1. Enroll in Payment Plan:

   • Opens a popup to enroll the patient in a payment plan.

   • Allows flexible payment scheduling based on the patient’s financial situation.

2. Block Auto Collection:

   • Blocks the account from being included in Auto Collection.

   • When blocked, this button changes to Unblock, allowing you to lift the restriction.

3. Move to Auto Collection:

   • Schedules the account for immediate engagement in Auto Collection, overriding existing scheduling rules.

4. Generate Letter:

   • Generates a PDF paper statement for the account.

   • Includes a QR code that directs the patient to their unique Statement Link when scanned.

5. Create Subscription:

   • Opens the process to enroll the patient in a subscription or membership plan.

6. Disable Surcharge:

   • Disables surcharge fees for the patient’s account.

   • This can be re-enabled later if needed.

7. Delete Account:

   • Deletes the account from your system.

   • If the account originates from an integration, it can be re-synced later if necessary.

Summary of Benefits

• Streamlined Actions: Perform key tasks like payments, payment requests, and statement management in just a few clicks.

• Advanced Customization: Manage advanced features such as Auto Collection, Payment Plans, and Subscriptions.

• Improved Patient Experience: Provide clear communication and financial transparency with features like Statement Links and PDF letters.

These tools empower you to manage accounts effectively while maintaining flexibility and ensuring smooth operations. For further assistance, contact support or your account manager!

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