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.


  1. Choose a user from the user drop-down to display all the payments created by the user still having On-account money.
  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.

Table 1 shows the search filters of the I5report.

Search Filter Description
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

Table 1

Image 1 shows a sample I5 report.

Image 1

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