How do I generate a clinician report with patient balance?

The Change in Copay/Instruction Report makes it easy for staff to see any recent updates to patient copays or appointment instructions within a selected date range. A new Pat. Bal (Patient Balance) column now shows each patient’s current balance, helping teams quickly spot outstanding payments or credits. With filters for office, clinician, and appointment status, this report improves billing accuracy, supports better front-desk and billing coordination, and can be exported or printed for easy sharing.

Steps to Follow:

Step 1: Log In to the Application

• Open Apollo and log in using your authorized username and password.

Step 2: Navigate to the Report Section

• From the main menu or dashboard, click on the “Reports” section.
• A list of available report types will appear.

Step 3: Access the Clinician Report

• In the Reports list, click on “Clinician Report.”
• You’ll be directed to the report filter page.

Step 4: Fill in the Report Filters on the Clinician Report Page

Start Date (Required):

• Enter the start date for your report (e.g., 01/01/2025).

End Date (Required):

• Enter the end date (e.g., 29/04/2025).

 Scheduling Office (Dropdown):

• Select the desired office from the dropdown.

 Clinician (Dropdown):

• Choose the clinician whose appointments/updates you want to review.

 Report of (Dropdown):

• Select “Copay/Instruction” from the dropdown.
  
  

 Do Not Include No Show and Cancelled (Checkbox):

• Check this box if you want to exclude no-show or cancelled appointments.

Print the Report (Optional)

• Click “Print Report” to generate a printable version of the report

Clear Filters (Optional)

• If you want to reset all fields and choose new criteria:
    Click “Clear” to clear all filters.

Step 5: Generate the Report

• Click “Review Result” to view the report based on your filters.
• Check the displayed data for accuracy.

Step 6: View the Added New Column – Pat. Bal

 In the report preview, you will see a new column labeled “Pat. Bal”:

• This column shows the current balance for each patient.
• It automatically fetches the patient’s balance from their account records.
  

 This column makes it easy to check outstanding balances while reviewing copay or instruction changes.