Tuesday, November 8, 2016

The Patient Balance Report

Updated 10/3/2019

If you want a really quick and easy-to-understand report that can give you a list of outstanding patient balances, consider the Patient Balance Report.

This report is easy to generate, and doesn't have a lot of filters to manipulate. Quite simply, you set a range of patients, providers, and/or billing types, and that's it.

To generate the Patient Balance Report:
  1. From the Office Manager, click Reports > Ledger > Patient Balance Report.
  2. Type the Report Date you want to print on the report.
  3. Do the following:
    • In the Select Patient group box, set the range of patients to include on the report.
    • In the Select Provider group box, set the range of providers to include on the report.
    • In the Select Billing Type group box, set the range of billing types to include on the report.
  4. Click OK to send the report to the Batch Processor.

Once generated, the Patient Balance Report is easy to interpret, and contains the following important information:

  1. Patient Details - The patient's name, chart number, home phone, work phone, and billing type.
    Note: an asterisk to the left of the patient name indicates a guarantor.
  2. Last Patient Pmt - The date of the patient's last payment.
  3. Last Visit Date - The date a procedure was last posted for the patient.
  4. Pend. Claims - Indicates whether the patient has pending insurance claims.
  5. Family Balance - The patient's family balance.
  6. Patient Balance - The patient's individual balance.

For additional information see the topics listed under Office Manager > Creating Reports > Ledger Reports in Dentrix Help.

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