Skip to main content
Kareo and PatientPop are now Tebra. Becoming Tebra will take time and we appreciate your patience as we transition to the new brand experience.Learn More
Tebra Help Center

Patient Financial History Report

Report Purpose

This report provides a basic history of the patient’s financial activity.


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.

Kareo PM 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.

arrow_orange.jpgTo access and customize the Patient Financial History Report

  1. Click Reports > Patients > Patient Financial History.
  2. Select filters.


Patient Transaction Detail Filters.jpg

  1. Patient: Either leave blank to report on all patients with financial activity within the reporting period or click the Patient box to select a specific patient.
  2. Procedure: Either leave blank to show all procedures within the reporting period or enter a valid procedure code to limit the report to a specific code.
  • Was this article helpful?