Description

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.

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

Search Filters of J2 Report

Field Description
Date Type Choose Acct. Date (Line level accounting date of charge) or DOS and provide the date range;
Patient To filter the report for a specific patient
Legal Entity To filter the report for a specific legal entity
Provider To filter the report for a specific provider

Search Screen of J2 Report

Sample J2 Report