Select mode for viewing patient collections

Path: Transactions>General > Collections/Patient 

1. Go to Transactions>General>Collections/Patient.
2. Select the mode for displaying patient collections: by Patient Code or by Claim ID.
   1. Patient Code
      1. Select the Patient Code radio button.
      2. In the Patient Code field, enter the appropriate patient number or search for the patient using the Select Patients dialog.
      3. From the Pay Source drop-down list, select the appropriate patient's payer.
      4. Select whether to view all, open, or rebilled claims. Note: If you search by patient, all claims for the selected patient and pay source appear.
   2. Claim ID
      1. Select the Claim ID radio button.
      2. In the Claim ID field, enter the appropriate claim ID number.
3. Press Enter. 
   Note: If you search by individual claim, only one claim is displayed for the patient. 
   The Claims grid appears with the corresponding information on the claim level.
4. To view information on claim line items, if they are available for the selected claim, click the Details button. 
   The Details grid appears with a list of line items (services) for the selected claim.