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
