From the Main Menu of Billing you get access to the Administrator's screen by clicking the Admin Screen button. When you click this button the dialog below appears! You need to enter the password set up in the Preferences tab of Office Startup by the doctor. If you do not enter the correct password the error is logged. However, if your password is the same as the Admin Password you will NOT get this dialog.
If you enter the correct password you can use the ever-powerful Administrator’s screen, which looks the same as the Payments screen but you have more capabilities. For example, you can edit the charges and the payments.
- You can delete or edit any charge or payment line even when an invoice is completely paid off.
- You have full access to almost every field in the charge and payment portals without having to use the automated entry system. This is powerful but also dangerous.
- If you are not careful (user beware) you can inadvertently change amounts and not be able to reconstruct what happened.
- There
are no lookups of charges in the charge portal itself...beware...this is not for the weak of heart!
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The totals section for Insur, Patient, and Both is used to indicate the distribution of what is owed and/or, of what was paid or adjusted off either on the Insurance or Patient side or for Both sides of the invoice.
Administrator vs Payment screen
There are very few differences between the admin and payments screen. Basically these are:
- Charges, located in the top charges list (also called a portal), can be edited, added or deleted even after an invoice has been paid.
- Payments, located in the bottom payments list (also called a portal), can be edited, added or deleted even after an invoice has been paid.
- In the Claim Processing section, as shown below, there is an area for Admin notes in pink. Clicking the Admin Stamp button inserts a "date/time/user" stamp so that note can be added to the invoice that only the adminstrator sees. Notes that anyone can read go into the yellow Screen note field!
- The Statement section is basically the same as on the Payments screen.
