Report:  Current Non-Zero Balances

(Topic Last Updated On:  05/05/2010)

This report displays all patients who have balance amounts greater than or less than $0.00 for one or more of the 3 balance types tracked in Methasoft.  Each patient's assigned Billing Provider code and description is displayed, along with each balance amount for each balance type.  Totals are provided for each balance type and the total number of patients with non-zero balances.  This report can be useful for more efficiently identifying patients who owe a facility money or have paid for services ahead of time, especially in larger facilities.

Report Column Explanations

Patient ID

This column displays the 'Patient ID' number of each patient as entered on the Patient Profile screen.

CID

This column displays the 'State ID (CID)' number of each patient as entered on the Patient Profile screen.

Patient Name

This column displays the full name of each patient as entered on the Patient Profile screen.

Provider Code/Description

This column displays the code and short description of the 'Billing Provider' assigned to each patient on the Payment Information screen.  The 'Code Value' and 'Short Desc' values entered for each provider on the 'Billing Provider Codes' code table determines what appears in this column for each provider.

Active

This column displays an 'X' for each patient who is active in the system when this report is generated.

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.

Report Field Explanations

Total Patients

This field displays the total number of patients in the facility with one or more balances greater or less than $0.00.

Totals

This field displays the net totals for each balance type for all patients in the facility.

Criteria Explanations

Payment Option

This parameter allows users to limit the report's data to display only patients assigned on the Payment Information screen to the 'Payment Option' selected here.

Billing Provider

This parameter allows users to limit the report's data to display only patients assigned on the Payment Information screen to the 'Billing Provider' selected here.

Include Inactive

This parameter allows users to expand the report's data to also display patients who are currently inactive in the system.