Patient Financial History Report
Report Purpose
This report provides a basic history of the patient’s financial activity.
Value
An ideal financial ledger that a practice can provide patients requesting an accounting of their financials with the practice.
Common Use
Commonly used as patient financial ledger for a requested time period.
Recommendation
This report, along with the Patient Transactions Detail Report, is commonly used to explain a patient's financial history with the practice to them. Note that the Patient Transactions Detail Report provides more information, though each practice can determine which version is more appropriate for such a patient request.
This report provides current outstanding balances (insurance and patient) similar to the patient’s statement and is typically what patients are looking for when requesting for a financial ledger.
To access and customize the Patient Financial History Report
- Click Reports > Patients > Patient Financial History.
- Select Dates, From and To filters as applicable. Then, click Customize. The Customize Report - Patient Financial Detail window opens.
- Patient: Click Patient then select the patient in the Find Patient window.
- 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.