Patient Account Alert Examples

This Financial Coordinator resource provides a list to help you pay better attention to account alerts when looking in accounts and/or walking a patient out. This is not all inclusive and you can add your own account alerts to it and customize it for your office.

Account Alerts Master

Use this list to pay better attention to account alerts when looking in accounts and/or walking a patient out.

Below is the list of what each means:

Cash Only – patient has past payment problems – only accept cash

Check Memo For Pmt Info – read the memo field in account to see payment terms for the patient

Collect Full Balance – The patient has a balance – read patient notes to see why. Collect when in office

Deductible Applies to Preventative – must collect deductible at preventative appointment if not paid yet

Discount Always – read memo – this patient gets a discount –notes are in the memo field

Do Not Appt – this patient should not be scheduled – if patient calls in, elevate call to manager

View the complete document and print out a copy for your office below!
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