This report shows all patients with an outstanding balance on their account. The default view shows all positive remaining balances, but this can be adjusted to show negative balances, or all balances. It also defaults to show balances across all locations, but this parameter can be adjusted as well.
Please note that this report includes all outstanding charges, regardless of if they are associated with a date of service.
This report includes the following columns, all of which can be filtered:
Patient: the patient’s name
Locations: the clinic location(s) associated with the outstanding balance
Billed Amount: the total amount sent out on the claim
Applied Adjustments: the amount of applied adjustments
Insurance Paid: the amount insurance has paid toward the claim
Patient Paid: the amount the patient has paid toward the claim
Credit Balance: the amount currently in the patient’s credit balance
Remaining Balance: the remaining outstanding balance on the patient’s chart
Last Invoice Date: the date of the patient’s most recent invoice
Days Since Last Invoice: the number of calendar days since the patient’s most recent invoice
This report can be exported as a CSV file by clicking the ‘download’ icon in the top right corner.