Description
Patient On-Account Balance Analysis Report shows the patient paid amount as well as unapplied amount against the outstanding patient balance.
Significance
This report shows you the patients that have on-account money and also have a Bill_to_Patient line. Before you generate patient statements, this report helps you to do reconciliation on the patient on-account money and their outstanding balance.
Search filters for the J4 report include Acct Dates range and Patient name; see Image 1.
Click on Search to continue. Image 2 is a sample J4 report.
Select the icon to download the report as an Excel Spreadsheet and
icon to download the report as PDF.