How to Find a Patients Balance

Available October 17, 2020

You will go into your patient's database by clicking on the Patient Tab -> Selecting the "Edit Pencil" of the patient:

Once in the patients account, go over to the Claims tab:

In the claims tab, you will be able to see all patient claims. If the claim has been marked "Bill Patient", you will see what the patient owes. 

• Green- PR Details: This column will show a break down of the patients responsibility
• Blue- PR Amt: This will show the Patients Responsibility Amount

You can collect the patient payment in the Payment tab in the patient demographics or within the Billing tab -> Payments -> Create a Patient Payment.

After the payment is created, you will post the payments to the claims. Applying Patient Payments

If you have any additional questions, please contact us at Support@Heno.io.