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Using the Account Overview Pop-up

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    If you need to quickly search for an access Order or Financial information about an account, you can use the Account look up feature in the upper right of the


    1. Click on the Magnifying Glass icon in the top bar.
    2. Enter 3 characters of an account or doctor name.  You will see the doctor name and associated accounts in the results.  Note: if the doctor has more than one account, each will appear in the results.
    3. Select the doctor/account you are inquiring about.
    4. The Account Overview will open.
    5. To close the Account Overview, hit the Escape key on the keyboard or click outside the pop-up box.





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