This report will list all types of missing payments (copay, other, coinsurance, deductible, self-pay, etc.). This report displays missing payments where a charge was not created at all (paid or outstanding). To view outstanding charges, please use the Outstanding Charges report.
Please note that this report defaults to show missing payments from the last 30 days, but the date range can be adjusted as desired.
This report includes the following columns, all of which can be filtered:
Visit Date: the corresponding date of service
Patient: the patient associated with the missing payment
Type: the applicable charge type (these will be the same as the options present in the “type” drop-down for payment collection)
Suggested Amount: the amount Stride determines should be collected
Clinician: the clinician associated with the missing payment
Location: the clinic location associated with the missing payment
This report can be exported as a CSV file by clicking the ‘download’ icon in the top right corner.
Tip
If a patient appears on this report and they DO not have an amount that should be collected, you will need to update their copay/coinsurance to be $0. Once you have done so, the patient will then fall off this report.