Report:  Current Balances

 

(Topic Last Updated On:  05/05/2010)

 

This report displays all current balance amounts for all balance types for each patient, including grand totals.  This report is often run on a regular basis to identify patients with delinquent balances, or to view a facility's net outstanding balance.

 

 

Report Column Explanations

 

CID

This column displays each patient's CID number, as recorded on each patient's profile on the Patient Profile screen.

Inactive Patient

This column displays an 'X' for any patient currently inactive in the system.

Patient Balance

This column displays each patient's Patient Balance amount.  Positive amounts are owed to your facility, negative amounts are patient credits.

3rd Party Balance

This column displays each patient's 3rd Party Balance amount.  Positive amounts are owed to your facility, negative amounts are patient credits.

Deposit Balance

This column displays each patient's Deposit Balance amount.  Positive amounts are owed to your facility, negative amounts are patient credits.

Total Balance

This column displays each patient's overall net balance amount, calculated by adding the amounts of all three balance types.  Positive amounts are owed to your facility, negative amounts are patient credits.

 

Criteria Explanations

 

Include Inactive Pts.

By default this report does not display inactive patients.  Checking this parameter will include all inactive patients on this report.