D4 report summarizes patient wise outstanding amounts (Insurance balance + Patient Payment Balance) and the corresponding aging buckets. This report helps to analyze patient aging balance exclusively as well.

Search filters for the D4 report include Legal Entity, Payer, Case Type, and Oldest Aging Bucket value. Detailed report can be captured by choosing NO for ‘Exclude Additional Info’. In order to view patient aging balance alone, choose ‘Patient’ from the All/Patient radio button. Image 1 is the D4 search screen.

Image 1

Click on Search to continue. See Image 2 for a sample report.

Image 2

Note: If patient is selected in the search filter, then the Total O/S column shows only the patient payment balance.

Select the   icon to download the report as an Excel Spreadsheet.