Patient Accounts

Explanation of the concept of an Account in the CareRight system and how to access the patient accounts interface.

Activate/Deactivate a patient account Active Account The Patient Accounts screen organizes accounts into Active (the default tab) and Inactive .  An active account includes all accounts that are either active or have a non-zero balance (in...

Patient Account Flags  In CareRight, account flags can be defined by the system administrator and then applied to patient accounts.  This can be used in reporting to identify customer-specific flags or types of accounts. Please refer to Create ...

How to add a new account, how to set up a private account, how to set up a health fund account, how to set up a workers compensation account and how to set up a DVA account.

How to review account details, edit an existing account and how to adjust the billing rate for a private account.

Edit an Existing Patient Account Sometimes an existing account may be correct (type, associate & guarantor etc) but other changes need to be made, including changing the active state or rate. Follow these steps to edit an existing account: Fro...

Explanation of the invoicing process from the Account Details Enquiry screen.

Adjustments Adjustments are used to Add or Subtract revenue from line items. The health fund may have paid more than expected. You offer to pay on the day discounts etc.   After finding a patient Click Accounts . The Accounts screen appears....

This article covers the following: Create an Estimate Edit an Estimate Extended fields available (Estimate Extra Codes) Covert  Estimate to Invoice Create an Estimate From the CareRight Dashboard Search for a patient and select the ...

How to add a credit to an account.

How to create a refund and how to complete a partial refund,

Opening Balances  Carryover /Opening balances should only be used when organisations initially implement CareRight.   They may need to carry these amounts over to CareRight.   Opening Balances can be added against a patient record as follows: ...

Access patient accounts From CareRight Dashboard Search for a patient and select the Show  button next to the relevant patient The Patient details will display Select Accounts  from the menu The Patient Accounts screen shows the following ...

Patient Accounts allow the printing of a  Statement. Patient account > enquiry summary > print This renders a PDF output of all  Summary information. Template customisation is possible, please contact Clintel Systems to discuss y...