Patient Balance Detail Report
Report Purpose
This report provides an individual patient balance detail for the report date, including procedure code/description, charges, adjustments, insurance payments, patient payments and where current balances stand (pending insurance or patient balance).
Value
Use this report to audit the current state of the patient’s outstanding balances.
Common Use
Auditing of individual patient balances.
Recommendation
This report provides the ability to take a deep dive into individual patient balances: Built-in hyperlink gives access to the Edit Claim window for the selected item.
To access and customize the Patient Balance Detail Report
- Click Reports > Patients > Patient Balance Detail.
- Select Date and As Of filters as applicable. Then, click Customize. The Customize Report - Patient Balance Detail window opens.
- Patient: Click Patient then select the patient in the Find Patient window.
- Balances to show: Leave as Open Only (default) to show the patient's open items only or select All to include the satisfied items, zero balance.
- Procedure: Leave blank to show all procedures within the reporting period or enter a valid procedure code to limit the report to a specific code.