Flows/View an account

flowbillingCARE 3.0+

Overview

This flow describes how to open an account in Care. The account page shows the financial summary, the billing progress, and the billing records of the patient.

Pre-requisites

Someone created the account for the patient at the facility.
You are a member of the facility that holds the account.
You have the permissions listed below.

Permissions

Permission	Access
Can Read Account	Lets you open an account and see its details. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.

Steps

1. Open the account list

Use one of these entry points:

Open the patient profile. Select the Accounts tab. This tab lists all the accounts of the patient.
Open the facility. Select Billing. Select Accounts.

📝 Note

On the patient profile, you can filter the accounts by status, billing status, created date, and tags.

2. Open the account

Click the account that you want to see. Care opens the account page.

3. Read the account details

The top of the page shows this information:

Component	What it shows
Patient name	The patient that owns the account.
Status badge	The current status of the account.
Service period	The start date and the end date of the service period.
Tags	The tags on the account.

4. Read the financial summary

The Financial Summary shows these amounts:

Component	What it shows
Amount Due	The amount that the patient must still pay.
Total Paid	The amount that the patient paid.
Billed (Gross)	The gross amount that Care billed.
Total Billable	The amount that Care can bill.

Care calculates these amounts automatically.

📝 Note

If the amounts look out of date, click Rebalance. Care recalculates the Financial Summary from the charge items and the payments of the account.

5. Read the billing lifecycle stepper

The Billing Lifecycle Stepper shows the progress of the account through these stages:

Open
Care Completed
Billing
Closed

6. Open a tab

The account page has these tabs:

Tab	Keyboard shortcut
Invoices	`Shift+1`
Charge Items	`Shift+2`
Payments	`Shift+3`
Reports	`Shift+4`
Bed Charge Items	`Shift+5`

Click a tab, or press its keyboard shortcut.

Expected Outcome

Care shows the account page with the patient name, the status, the service period, and the tags.
Care shows the Financial Summary and the Billing Lifecycle Stepper.
You can open the Invoices, Charge Items, Payments, Reports, and Bed Charge Items tabs.

Concept: Concepts/Account