Account Search

MedSuite presents the user with a tabbed dialog that searches for an account by a variety of different criteria. Once an account has been selected, the user is presented with the demographics in account context.

The Enhanced Search List option from Practice Setup is implemented in Account Search. If the Enhanced Search List option is "on", the search will retrieve the most recent Visit Date, the sum of all Visit Balances for the Account and the Division from the oldest Visit with and open balance. In addition, if an account has a Visit in Collections, the item in the Account Search List will be displayed in Red.

Optionally, the ability to select only Accounts with balances is available as well. The check-box labeled "Display Zero Balance Accounts" gets its initial value from Practice Setup. Theuser may override this value (include or exclude) on any given search.

Note: Running a search using Enhanced Search List or excluding Zero Balance Accounts is

slightly slower than the non-Enhanced Search List and including all accounts. The

reason for this is that the Enhanced Search is more complicated and performs additional

Quick Search	The user may key in a data value that will be used to search a variety of fields for matching accounts that will be displayed in the grid on the Search tab.
Advanced Search	The user may tell the search which fields to search in rather than let the Quick Search decide which fields to search. Matching accounts will be displayed in the grid on the Search tab.
Search Type	The Search may be told to retrieve accounts meeting the search criteria.
Display Zero Balance Accounts	This check-box defaults from the Practice Setup option and controls whether accounts with zero balances are retrieved by the search or not. Accounts that have no charges are not considered "zero-balance" accounts and will always be returned by the search.
Display last Year Only	The Search will only retrieve accounts entered in the past year.
Show Patients from All Practices	The search may be told to search within the current practice (as indicated by the practice selector) or it may be told to search across all practices. If an account is selected from a practice other than the current practice, the user will be asked if they wish to open the account and change the current practice.
Message Line	A message will be displayed indicating how many accounts meet the search criteria entered.
Search Button	(Re)Executes the search based on the Quick Search or Advanced Search criteria entered.
New Button	Executes the New Patient Wizard.
Ok Button	Opens the account currently selected in the Search grid.
Cancel Button	Closes the Account Lookup dialog without selecting a patient or account.