Dream Factory by TruBridge Ideas Portal
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Status More Information Needed
Categories AR | Revenue Cycle
Created by April Nelson
Created on Aug 9, 2022

RELATED IDEAS

Display account balance from charge entry and AR Receipt entry screen

I would like to be able to see the account balance once I enter the patient account for charge entry and AR Receipt entry, similar to receipts batch entry screen.

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  • Dedi Hallman
    Reply
    |     Dec 7, 2023

    I can't speak for others on this, but I do know that I, and others that I work with, would like to see the current account balance when putting payments and charges in.

  • Cheryl Holberg
    Reply
    |     Dec 7, 2023

    Need a little more information on the request to see account balance when charging, as charges would not be reflected on account balance until the charges are posted. Is the request to display current AR balance or what the account balance would be when each charge is added?