Customer Accounts: Search Accounts

  1. Search Account
    1. Create Search
      1. Go to Customer Accounts menu and select Search Accounts
        1. Select the client name (the only option in dropdown box should be your organization)
        2. Account Number: This is the most accurate search option for matching results
        3. Name: Patient’s last name is the best practice to use for this search field
      2. Select Search
      3. List should be populated below with results from the search
    Search Accounts Dialog
    1. Account Actions
      1. View Account Details
        1. Highlight and select to view all information related to the account
    Account Details Dialog
        1. Basic Information: Validate the general patient account information here including Mailing & Billing address, Account Balance and Amount Due.
          - No information can be edited in this tab
        2. Payment History: History of the payments posted for this account
          - You can reverse charges in this tab by selecting
        3. Statement History: History of statements related to this account
          - You can view any statement in this tab by selecting
      1.  Make a Payment
        1. Highlight and select to be redirected to the Make A Payment page
          - Please refer to the Make A Payment section for further instruction
      2. Initiate Enrollment
        1. Engage the Patient
        2. Setup eBill and edit enrolled account details
        3. Drive Down Costs
        For more information about this product contact Acryness Support
      eInitiate Logo
      1. View Latest Statement
        1. Highlight and select to view the most recent statement produced for this account
      2. Pay Selected Accounts
        1. Mark the check box for the multiple accounts that you wish to complete with 1 transaction and click Pay Selected Accounts at the bottom of the list of results
        2. You will be redirected to the Make A Payment screen
          • Process a Payment Now is automatically selected for you
          • Users have the option to setup recurring payments if selected. Refer to instructions for this feature in the next section
        3. Select the payer account that is responsible for the payment
          • Selection should match the card holder and billing information