How can I generate reports for patient credit balances?

This guide will walk you through the process of generating a Credit Balance report for patients in the application. You’ll learn how to enter patient details, apply filters, and review the generated records. Additionally, the guide covers options for downloading, printing, emailing, or faxing the report as required.

Steps to Generate and review a credit balance report:

Step 1: Login to the Application

• Open the application and enter your login credentials. After logging in, ensure you have access to the Financial Files section.

Step 2: Navigate to the Financial Files Section

• Go to the main menu, select "File," then choose "Financial File," and select "Credit Balances" to access the report generation page.

Step 3: Enter Report Details

• In the Credit Balance report form, enter or select the following details:
  • First Patient #: Enter the starting patient number.
  • Last Patient #: Enter the ending patient number.
  • Sort By: Select sorting criteria, such as "Patient Number."
  • List Only Office: Choose the office or leave blank to include all.
  • Clinician: Choose a clinician or leave blank to include all.
  • Account Type: Select the type of account (optional).
  • Include Discharged & Dropout Patients: Choose “Yes” to include or “No” to exclude.

Step 4: Generate the Report

• Click on the Review Result button to generate and view the results based on the entered details and selected filters.

Step 5: View and Analyze Report Results

• The report will display patient details under columns for each office. Example data includes:
  • O# DEMO2
  • Patient No: 000002
  • Patient Name: Deph, Jhony
  • Charges: $125.40
  • Paid: $174.00
  • Adjust: $0.00
  • Balance: -$48.60
  • Last Visit: 11/03/2021
• Grand Total Patients: Shows the total number of patients, such as 19 in this example.

Step 6: Download, Print, or Share the Report

• After reviewing, choose any of the following actions:
  • Print: Directly print the report by clicking the Print Report button.
  • Download: Save a copy of the report to your computer.
  • Email PDF: Email a PDF copy.
  • Fax: Send the report by fax.

Step 7: Clear Data for a New Report

• If you want to generate a new report with different filters, click the Clear button to reset the fields and enter new search criteria.

These steps will guide you through generating, reviewing, and sharing a Credit Balance report effectively.