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.

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.