Creating patient balance reports

Similar to the aging report, the Patient Balance Report lists every patient with his or her family balance and patient balance. This report includes patients with a $0.00 balance.

To create a patient balance report

1.   In the Reports toolbar, click the Account Reports button, and then click Patient Balance Report.

The Patient Balance Report dialog box appears.

2.   If necessary, change the report date.

Note: The default is the current date.

3.   Do the following:

·        Select Patient – Select the range of patients to print. Click the From search button to select the starting patient and the To search button to select the ending patient for the range. Or, leave <ALL> selected in both fields to include all patients.

·        Select Provider – Select the range of providers to print. Click the From search button to select the starting provider and the To search button to select the ending provider for the range. Or, leave <ALL> selected in both fields to include all providers.

·        Select Billing Type – Select the range of billing types to print. Click the From search button to select the starting billing type and the To search button to select the ending billing type for the range. Or, leave <ALL> selected in both fields to include all billing types.

4.   To send the report to the Batch Processor, click OK.