Date, Procedure Logs, Accounts & Aging
Why This Matters
Procedure logs and aging data are the foundation of the Payments integration domain. While you'll get a deeper dive in Week 4, this lesson gives you the first exposure to what these entities mean in the context of a Type 3 integration.
What You'll Learn
- What procedure logs (proc logs) are: records of clinical procedures performed, linking appointments to billing
- What accounts are in PMS context: the billing account for a patient or family
- What aging data represents: outstanding balances owed by patients, bucketed by time period (0-30, 31-60, 61-90, 90+ days)
- How account and aging data appear in the Weave UI (collections tab)
- Why this data will be covered in greater depth in Week 4 and Week 6 KTs
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Lesson Summary
Procedure logs link clinical procedures performed at an appointment to billing records. Each proc log contains the procedure type, date performed, provider, and fee charged. Account data represents the billing account for a patient (which may cover a family). Aging data shows outstanding balances bucketed by time: 0-30 days, 31-60 days, 61-90 days, 90+ days overdue. This appears in the Weave collections tab. This is introductory coverage — a dedicated KT in Week 4 covers payments in full depth, and Week 6 covers aging in detail.