Patient Balances Due Report

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 out 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. Open the Reports menu, followed by Patient Reports, and select Patient Balances Due.
  2. Enter any search criteria information and click Run Report.

Scrolling to the right will show more details about the balance.

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