Custom Financial Display

• Display a Description on My Account Page: Enter text to appear as the Description under the My Account tab in Patient Portal.
• Send Statement Email Confirmation: Check this box to always send an email to Portal User when a new Patient Statement is available through Patient Portal.
• Do Not Display Portal Link on Patient Statements: Check this box to hide the Patient Portal Link on all Patient Statements.
• Request Older Claims be Paid First: Check this box to prompt Portal Users to pay older claims first while making payment through Patient Portal.
• Display Patient Assigned Balance Only: Check this box to show only the Patient-Assigned Balance (and not show the aging status or open balance information).
• Hide Statement Column and Statements Buttons: Check this box to hide the Statement buttons from the Patient Portal and hide the Statement columns in Clinical Info tab > Kept Encounters section.
• Hide Payment History Button: Check this box to hide the Payment History button on the My Accounts tab in Patient Portal.
• Display Only Insurers Present in the Demographics form: Check this box to only show information of those Insurers in Patient Portal Home tab, that are present in the Demographics Form in ClinicTracker. This will avoid showing that a secondary or tertiary insurer is missing.
• Hide Financial Information Widget: Check this box to hide the Financial Information widget found on the Home page of Patient Portal.
• Display Message Letting Users Know that Credit Cards Details Will Not Be Saved: Check this box to display a message at the bottom of the Credit Cards Details section on the Payment Page in Patient Portal to let the patients know that the Credit Cards Details they are entering here will not be saved with the Clinic.
• Hide Superbill feature: Check this box to hide the Superbill features from the Patient Portal.