Color Code a Patient Account
Q: How do I color code a patient account?
1. Set Up Financial Class List Options
![1. Set Up Financial Class List Options](https://media.screensteps.com/image_assets/assets/006/035/055/original/media_1346426337898.png)
The patients account can be color coded based on the Financial Class designation. To edit the list of financial classes and to set up the color coding, please see: Setup PM List Options (step 3).
2. Open the Patient Account
![2. Open the Patient Account](https://media.screensteps.com/image_assets/assets/006/035/057/original/media_1346426052615.png)
- Click on the Billing menu, then select Patient Account.
- Search for and select the patient using the Chart Rack.
2. Open the Demographics Tab
![2. Open the Demographics Tab](https://media.screensteps.com/image_assets/assets/006/035/059/original/media_1346426093968.png)
Click on the Demographics tab.
3. Select Financial Class
![3. Select Financial Class](https://media.screensteps.com/image_assets/assets/006/035/063/original/media_1346426163931.png)
Under the Billing Information section, click the drop-down menu and select the appropriate financial class for the patient.
4. Close and Re-Open Patient Account
After the financial class has been selected, close and re-open the patient's account.
Patient Account Color Coded
![Patient Account Color Coded](https://media.screensteps.com/image_assets/assets/006/035/065/original/media_1346426283337.png)
The patient account will now be color coded based on their financial class.