This report lists all outstanding patient charges collected across all date ranges. It includes the same information as the All Patient Charges History report, except it defaults to show only outstanding charges.
The Outstanding Patient Charges report reflects all outstanding visit charges associated with a date of service and "other" charge types. Package purchases, and additions to the credit balance will not be reflected in this report.
This report includes the following columns, all of which can be filtered:
Date: the date of service associated with the charge
Patient: the patient associated with the charge
Case: the case associated with the charge
Type: the charge type (these will be the same as the options present in the “type” drop-down for payment collection)
Location: the practice location associated with the charge
Amount Due: the total charge amount
Amount Paid: the total amount collected
Status: paid or outstanding (will default to show only outstanding, but can also be filtered to show paid charges)
Methods: the payment method associated with the charge (cash, check, package, etc)
This report can be exported as a CSV file by clicking the ‘download’ icon in the top right corner.