Report:  Patient Balance Journal

(Topic Last Updated On:  05/05/2010)

This report displays all patient accounting transactions made over a selected date range, including the running balance following each transaction.  This report will generate separate pages for each Balance Type tracked at your facility, and is generally used to clarify how a balance amount was reached or provided to patients for tax and/or insurance purposes.

Report Column Explanations

Description

This column displays the journal type of each accounting transaction.

Running Balance

This column displays the balance of the account following each accounting transaction.  Negative values indicate a credit balance.

Report Field Explanations

Totals for (Pt ID)

These fields display the accounting transaction totals for each patient.

(Balance Type) Balance Totals

These fields display the accounting transaction totals for each type of balance.

Grand Totals

These fields display the grand totals including all balance types.

Criteria Explanations

Balance Type

This parameter is for facilities tracking multiple balance types for each patient, and allows users to limit the report data to just one particular balance type.

Patient ID

This parameter allows users to limit the report's data to only display accounting transactions recorded for the patient whose 'Patient ID' is entered here.

From Date

This parameter allows users to limit the report's data to only display accounting transactions recorded on or after the date selected here.

To Date

This parameter allows users to limit the report's data to only display accounting transactions recorded on or before the date selected here.

Site Group

This parameter allows users to limit the report's data to only display accounting transactions recorded patients who are assigned to one or more 'Site Group(s)' (on the Patient Profile screen) as selected here.