Add a Perpetual Budget Plan to an Account

The Account Lookup window opens.

Accounts that match the search criteria appear in the Accounts List section.

The Account Profile window opens.

The Budget Details window opens.

The Budget Create Date defaults to the current system date (today). This field cannot be modified. In the Encounter Information section, all encounters on the account with a patient balance are automatically selected to be included in the perpetual budget plan. Future new encounters with a patient balance will be added to the perpetual budget plan.

The Budget Status changes from ESTABLISH to NORMAL and all budget fields become unavailable.

Under the guarantor's Budget tab in the Account Profile window.

• The new active budget plan is listed in the Budget Plans section.
• If enabled, a Budget Plan Established significant event is recorded in the History section, which is also seen on the History folder under the Notes tab.