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

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
  1. Click on the Billing menu, then select Patient Account.
  2. Search for and select the patient using the Chart Rack.

2. Open the Demographics Tab

2. Open the Demographics Tab

Click on the Demographics tab.

3. Select Financial Class

3. Select Financial Class

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

The patient account will now be color coded based on their financial class.