📄 How To Manage Patient Billing Accounts


How To Manage Patient Billing Accounts

5 min read

This tutorial guides you through the process of navigating to, filtering, and managing patient billing accounts in MYCURE v10. You'll learn how to efficiently access patient billing information, apply various filters to narrow down your search, and perform actions like previewing and accessing invoices.

What You'll Learn

  • How to navigate to the Patient Billing Accounts section

  • How to filter patient accounts by various criteria

  • How to view and manage individual patient billing accounts

  • How to access and preview patient invoices

Before You Begin

  • You need a MYCURE v10 account with appropriate billing permissions

  • Basic familiarity with the MYCURE navigation system

  • Access to the Billing module

Steps

1. Navigating to Patient Billing Accounts

  1. Log in to your MYCURE account

  2. Click on the Billing option in the main navigation bar

  3. From the dropdown menu, select Reports

  4. Click on Patient Accounts

Note:

The Billing Accounts page displays a list of all patient accounts with billing information. If you don't see the Billing option in your navigation bar, you may not have the required permissions.


2. Filtering Patient Accounts

  1. On the Billing Accounts page, click the Filter button located at the top of the page

  2. The filter panel will open, displaying various filtering options

  3. Select Sex to filter patients by gender

  4. Select Tags to filter patients by any assigned tags

  5. After selecting your desired filters, click Save & confirm to apply them

Tip:

You can clear all filters by clicking the Clear filters button, or cancel without applying changes by clicking Cancel.


3. Viewing Patient Account Details

There are two ways to access a specific patient's billing account details:

Method 1: Direct click

  1. Simply click directly on any patient record in the list

Method 2: Using the Actions menu

  1. Locate the Actions column for the patient record you want to view

  2. Select Select button


4. Filtering Within a Patient Account

Once you're viewing a specific patient's billing account:

  1. Click the Filters button within the patient record view

  2. Select Date to filter transactions by date range

  3. Choose your desired date range

  4. Click Save & confirm to apply the date filter

Tip:

Date filtering is particularly useful for reviewing billing history or finding specific transactions within a time period.


5. Accessing Invoice Information

When viewing a patient's billing account details:   

  1. Under the Actions column, choose one of two options:

    • Preview invoice - Opens a quick view of the invoice

    • View Invoice - Takes you to the full invoice page with more details and options


Tips and Common Issues

Tip:

For patients with extensive billing history, always use the date filter to narrow down your search and improve system performance.

Note:

Filters are not preserved when you navigate away from the Billing Accounts page. You'll need to reapply them when you return.            

Warning:

Ensure you're viewing the correct patient record before taking any billing actions. Always double-check the patient name and ID at the top of the record.

Troubleshooting

  • Filter not working properly - Try clearing all filters and applying them again one at a time to identify any conflicting criteria

  • Invoice preview not loading - Check if the patient has any finalized invoices. Only completed invoices can be previewed

  • Unable to access Billing Accounts - Verify your user permissions with your system administrator

  • Patient records not showing - Ensure you haven't applied filters that are excluding all patients from view