Patient On-Account Balance Analysis Report shows the patient paid amount as well as unapplied amount against the outstanding patient balance. It will also show the patient outstanding amount in each line item even if the patient payment and unapplied amount is zero. This report helps to find out the patient outstanding balance tallied against the Patient payment for a given period of time.

Search filters for the J4 report include Acct Dates range and Patient name; see Image 1.

Image 1

Click on Search to continue. Image 2 is a sample J4 report.

Image 2

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