Purpose
The ‘All Patients Balance’ Report is a comprehensive list of non-zero balances for all active patients in the database.
Filter: NA
Header: Date/Time Generated, Total Patient Balance Report
Column Data: Name, Begin Date, End Date, Balance, Insurance Balance, Patient Balance, Credit Balance
- Name – Patient Name
- Begin Date – Oldest DOS with an open balance
- End Date – Most recent DOS with an open balance
- Balance – Total balance owed across all DOS. Insurance balance + Patient balance
- Insurance Balance – Sum of services/procedures assigned as insurance responsibility
- Patient Balance – Sum of services/procedures assigned as patient responsibility
Footer: Total
