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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