Patient Balances

This report provides information that can be used to review accounts by displaying patient and insurance balances. You can see the patient’s information along with the last Date of Service, insurance balance, and if the patient has been sent a letter requesting payment. You can also find the number of statements that have been sent to the patient and amount due by patient and insurance. This can be viewed by the date range you specify, and you can view the information broken out by location or provider to identify any trends. 

  1. From the AR Follow-up menu, select Patient Balances.
  2. Enter any search criteria information and click Search.
  3. Scrolling to the right will show more details about the balances.