The report collection module provides a streamlined way to monitor patient pending payments, helping you stay on top of outstanding bills. With the "past due" feature, you can easily identify unpaid patient invoices and track overdue payments. This functionality is essential for managing your clinic's finances and ensuring a consistent cash flow.
Follow these steps to view patient pending payments:
Step 1: Log in to your Apollo Dashboard using your credentials.
Step 2: Once logged in, navigate to the "Reports" section from the dashboard.
Step 3: From the Reports menu, select "Past Due." This will take you to the Past Due page where you can access detailed information about pending payments.
Step 4: On the Past Due page, use the available filters to narrow down your results:
- Patient with Balance Over Days: Set this filter to view reports based on the number of days a payment is overdue.
- Set Date: Choose an appropriate date range to focus on specific periods.
- Patient Number: Enter the patient’s number or other relevant criteria to refine your search further.
Step 5: After applying the necessary filters, click either the "Print Report" or "Review Result" button. This will generate a report showing pending balances for patients over different time frames, such as 30 days, 90 days, or 120 days.
Step 6: The report will display a list of patients with balances due for more than 30 days, including additional relevant details.
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