(Topic Last Updated On: 05/05/2010)
This report displays all current balance amounts for all balance types for each patient with a debit 'Patient' balance (owing $0.01 or more), 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.
Patient ID
This column displays each patient's 'Patient ID' number, as recorded on each patient's profile on the Patient Profile screen.
CID
This column displays each patient's 'State ID (CID)' number, as recorded on each patient's profile on the Patient Profile screen.
Patient Name
This column displays each patient's full name as recorded on the Patient Profile screen.
Inactive Patient
This column displays an 'X' for any patient currently inactive in the system. Inactive patients are only included on this report if the 'Include Inactive' criteria field is checked when the 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.
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.
Total Patients
This field displays the total number of patients displayed on this report.
Totals
This field displays amount totals for the 'Patient Balance', '3rd Party Balance', 'Deposit Balance' and 'Total Balance' columns.
Include Inactive
By default this report does not display inactive patients. Checking this parameter will include all inactive patients on this report.