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Accounting: Patient Tabs

  • Eligibility

    Artisan has the ability to run eligibility for patients’ insurances to see if there is valid coverage for the insurance policy. This information pulls from the Change Healthcare Clearinghouse.  Please...

  • Escrow Refunds

    Money can be refunded from escrow either to a patient or a vendor depending on the situation.  General Escrow Refunds For GENERAL ESCROW refunds: 1. Click on the escrow item (not the pencil). The escr...

  • Bulk Payments & Adjustments

    The bulk payment feature allows users to apply a single payment to multiple invoices as well as applying adjustments to the invoices as needed. Navigation Click Accounting Select the Patient tab Searc...

  • Package Plans

    Package plans will be set up for any services that will have multiple line items or DOS encompassed in it. These will apply to global self pay programs and case rate insurances. To set up Package Plan...

  • Payment Plans

    Payment Plans allow practices to create scheduled monthly payments for patients unable to pay their entire outstanding balance. Create a Payment Plan Navigation In Accounting, click on the Patient tab...

  • Escrow (Making a Payment to a Payee from Escrow)

    The Escrow account not only allows the practice to make payments to invoices from the account, but it also allows for payments to outside parties or payees. Building the Escrow Payee List Begin by set...

  • Escrow (Posting Payments from Escrow to Individual Invoices)

    The Escrow Fund may be used to pay balances on invoices in the Accounting system. The funds may be applied to dates of service after submitting to the Clearinghouse and receiving payment, or for patie...

  • General Escrow Items(Creating and Funding the Escrow Account)

    Escrow is a feature that allows you to enter money that a patient has paid for services that have not yet been rendered.  For example, when a patient pre-pays for their IVF cycle, this money would go ...

  • Upload a Claim to the Change Healthcare Insurance Clearinghouse

    Introduction Artisan offers uploading of insurance claims via the Change Healthcare Insurance Clearinghouse as an optional service. Navigation Click on the Accounting tab ($ icon). Select the appropri...

  • Insurance Information Tab

    Introduction The Insurance Info tab is used to manage insurance coverage for patients and partners in conjunction with insurance billing. Navigation Click on Accounting ($ icon) to access the billing ...