What this guide helps you do
Account Summary is a running statement of charges and credits, showing how each entry changes the patient’s balance.
In this guide
- Read charge, credit, and running balance columns
- Trace a balance to its entries
- Move to invoices or payments
- Print a patient statement
The Account Summary area in its normal view before any item is selected or edited.
Read the running balance
1
Start with the current balance
Use it as the result, then work through the entries that produced it.
2
Read each row
Date and description identify the event; Charge increases what is owed, Credit reduces it, and Balance shows the amount after that row.
3
Trace the source
Choose Billing to review invoices or Payments to review money received when an entry needs explanation.
The account ledger showing Date, Description, Charge, Credit, and Balance.
Print a statement
1
Confirm the ledger
Resolve unclear entries before producing the statement.
2
Choose Print statement
Review the printable result and patient identity.
3
Use an approved delivery method
Handle the statement as confidential financial and patient information.
The print-ready account statement with patient and transaction details.
Things worth knowing
- Account Summary explains movement over time; Billing and Payments contain the underlying records.
- A credit balance and an amount owed have opposite meanings—check the labels and sign before explaining the account.
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