Account Lookup

The Account Lookup page for the Kareo EHR System displays as below:

The Account Lookup menu and page is hidden for the System Admin role users.

The page contains the following elements:

1. Patient ID — Field to enter the Encounter Number.
2. Clear — Button to clear the Patient ID field value.
3. Find — Button to fetch the record upon entering the Patient ID.

After entering the Patient ID, clicking upon the Find button, the record is fetched and the page contains the following elements.

1. Show entries — A dropdown to change the number of rows displayed in the table.
2. A dynamic search box that will show rows matching the user-entered criteria.
3. Table containing the information of the patient record.
4. Total Amount — Amount due for the patient is auto-populated.
5. Make A Payment — Link which takes the user to the Make A Payment page to pay the invoice.
6. Send Email — Drop-down with the invoice options to send notifications to the patient.
7. Send Text Message — Drop-down with the invoice options to send text message notifications to the patient.

The Amount in the Amount field is auto-populated, but the user can edit the amount field. the Total Amount field will reflect the user entered amount.

The Send Email and Send SMS drop-downs contains the following options.

Selecting one of the options will open Email Invoice Details/Text Message Invoice Details popup where the admin user can send the invoice notificaitons via Email and/or as a Text message.

Clicking upon the Make A Payment button, the user is directed to the Make A Payment page.

Clicking upon the Make A Payment link, the user is directed to the Make A Payment page where the user can make payments.

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Updated As Of Version 5.8.0.6