Use the Account Selection page to view all of the client numbers linked to your User ID. The Selected Account section displays the client number you are viewing within the application. The All Accounts section displays all of the client numbers linked to your User ID. Use the Select radio button to change the Selected Account.
To access, click the Accounts tab, then Account Selection.
Additional functions which can be performed include:
Click View Additional Account Information to display the Client Demographics data on file with Quest Diagnostics.
Selected Account Section:
Click View Invoices or the Invoice Reconciliation sub-tab to see the invoice reconciliations for all invoices in the account selected.
Click the current invoice dollar amount link to view invoice details.
Click the balance sheet
dollar amount link or click the Balance Sheet sub-tab to view the
open invoice balance summaries.
All Accounts Section:
To view the details on another linked account, select the radio button and click OK.
Notes:
Current Invoice displays the current invoice amount for the selected invoice. Click the link to go to the Current Invoice Details screen.
Account Balance displays the total account balance for all open invoices.
Balance Sheet displays the balance summary for all open invoices. Click the link to go to the Balance sheet.
For external client users, all Accounts display each client number that has been linked to the user ID. Internal users will only see the individual account selected from the account search results.