Please enable JavaScript.
Coggle requires JavaScript to display documents.
Account-based functionality - Coggle Diagram
Account-based functionality
Create Account
(Partner: fame)
(EHR: Pt Chart: Account Demographics component)
Account Demographics
Aging
Collection - personal balances history
Account Notes
Dependents
Patient List
Relationship status
home
billing and home
billing
Patient Name
Patient DOB
Patient Age
Patient PCC#
Relationships Reassignment
Open Chart
Billing History
(encounter-based History)
Patient Demographics - View/Edit
Account Forms
Personal Payments/Adjustments
Refund to Patient
Returned Checks and NSF Fees
Billing Statement
(one-off)
Daysheet entries for a family
(dsscan)
Transaction Corrections
Charges
Reassign Insurance policy pending
Reassign Insurance amount pending (and copay/personal amount)
Diagnosis Reassignment
Payments
Encounter
Billing Provider
Notes
Account History
Collections workflow
(collection agency / bad debt)
Payment Plan workflow
Portal Billing Account
(directly associate a Portal Account as a Billing Account)
Billing (encounter) History
(Billing History for all patients billed to the account)