Description
I5 report lists those payments that have an On-Account balance, i.e., it shows all the payments that have unapplied money in them.
Significance
1. This report provides the payment details of all payments where there is unapplied money.
2. Payments from insurance companies that are not yet fully applied, as well as partially-applied patient payments with remaining amounts to be posted, will appear here. This allows users to easily identify transactions that still require posting.
3. Patients who do not have any insurance or patient balance but having on-account money can be filtered using the I5 report. Use the checkbox ‘Patient with No Balance (INS./Patient)’ for this. Also, patients with no balance for DOS can be filtered using the checkbox ‘Patient with No Balance for DOS’.
4. Payer info includes the complete address, including the city, state, zip code, phone number, and email of the payer. For patient payments, the payer info is taken from patient demographics, and for insurance payments, info will be fetched from the insurance master.
Utility
1. To view payments with on-account funds created by a specific user, select the user from the dropdown menu.
2. To check whether a check received has been posted completely, provide the check number in the Check # field, and the I5 report displays the payment details if the payment is not fully applied.
Search Filters of the I5 Report
| Search Filter | Description |
| Acct. Date | Payment Accounting Date Range |
| Payment Date | Payment Date Range |
| Payer Entity | Select either Patient, Insurance, Guarantor, Attorney, or Others |
| Payer Name | Name of the payer |
| Legal Entity | Billing Entity |
| User | User who created the payment |
| Provider | Rendering provider in the payment |
| PSTS# | |
| Check# | Provide Check number in case the payment was done through check |
| Sort By | You can sort by Amount, Amount unapplied, payment date, or Payer Entity. |
| Include Refund | To include refunds in the report result |
| Include Zero Payments | To include zero$ payments |
| Patient with No Balance (INS./Patient) | To filter out patients having no insurance or patient balance but having on-account money |
| Patient with No Balance for DOS | To filter out patients having no balance for the DOS |
Search Screen of I5 Report
Sample I5 Report
Possible Outputs of I5 Report
| Output | Download and View Sample |
| Excel |  |
 |