I5 report lists those payments that have an On-Account balance, i.e., it shows all the payments that have unapplied money in them. Fully applied payments (payment where the On-Account amount is Zero) are not listed here.
This report provides the payment details of all payments where there is unapplied money. Checks received from insurances which are not yet fully applied or partially-applied patient payments that have still has some remaining amount to be posted will be listed here. This kind of listing aids in the identifying those payments for which the postings has to be completed.
- Choose a user from the user drop-down to display all the payments created by the user still having On-account money.
- 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.
Table 1 shows the search filters of the I5report.
|Acct. Date||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|
|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|
Image 1 shows a sample I5 report.