Why Use This Function:

The Case Account Tab provides a comprehensive view of all transactions related to a Patient’s Case. It also enables you to perform various actions on the Case Account, such as creating Receipts, Credit Notes, Journals, and promise-to-pay agreements. Additionally, you can download Invoices, view and action Estimates, and manage Temporary Invoices directly from this tab.

?Please Note: Hospital Accounts are linked to each specific Case and not the overall Account of the Debtor/Patient. Each Case is billed separately.

The Contents of This User Manual:

• All Transactions
• Estimate Invoices
• Temporary Invoices 

• This user manual will start on the Hospital Case List screen.

• For more information regarding the Hospital Case List please refer to the user manual: Hospital Case List Screen: Navigation and Use.

• Click on the Case of which you want to view the Case Account.

• The Hospital Case List sidebar will open.

• Click on the Case Account button to access the Account Information of the Case.

• The Case Account screen will open.

All Transactions 

Gives you a list of All Transactions that have been performed on this specific case, including Invoices, Receipts and Journals.

• For more information regarding the All Transactions tab, please refer to the user manual: Case Account - All Transactions.

Estimate Invoices

An Estimate Invoice is a preliminary or cost projection created to give the Patient an idea of the expected costs for services or treatments. It outlines the estimated charges without being a final, payable Invoice.

• Click on the Estimate Invoices tab.

• The Estimate Invoices screen will open.

• For a more in-depth explanation of the Estimate Invoices screen, please refer to the user manual: Case Account - Estimate Invoices.

Temporary Invoices

Temporary Invoices are draft Invoices created for procedures, services or items provided to a Patient but are not yet finalised for billing. They serve as a placeholder, allowing staff to record charges as they occur and make adjustments if needed before issuing a final Invoice. Temporary Invoices help ensure all services are accurately accounted for without immediately affecting the Patient's final account balance. Once reviewed and confirmed, a Temporary Invoice can be converted to a regular Invoice for payment.

• Click on the Temporary Invoices tab.

• The Temporary Invoices screen will open.

• For more information regarding Temporary Invoices, please refer to the user manual: Case Account - Temporary Invoices.