A patient balance report that contains basic charge information for the selected insurance and the insurance on-account.


1. The top part of the report displays Total Amount Paid by the selected insurance and the total unapplied amount; the details of the payments made can be viewed by clicking the button in the right corner.

2. Each row shows those lines billed to the selected insurance that have remaining amount.

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

Search Filters of J3 Report

Filter  Description
Insurance Mandatory field; provide the payer name
Patient Provide the patient name to view results for a specific patient

Search Screen of J3 Report

Sample J3 Report