Patient Financial Summary by Legal Entity Report displays a comprehensive view of the patient financial transactions against the provider and legal entity. It gives an idea of patient financial transactions and outstanding amount for the patient along with insurance payment details.

The report can be filtered utilizing the filter options such as Account Date/DOS, Patient, Legal entity and Provider. Patient filtering option helps to generate the report for a specific patient .

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Click on Search button to generate the report; see Image 2 for a sample J2 report.

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This report can be downloaded either as excel sheet or as PDF file.