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CS Dental Employee
CS Dental Employee

Adding Balance Column to Statement Queue

Hello PW Community,

I have had some feedback that it would it be helpful to see the Balance Column on the Statement Queue. 

I can see this helping with prioritization of patients to contact when reviewing statements.

Thoughts?

 

Screen Shot 2019-11-20 at 9.46.38 PM.png

 

2 Replies
sonyap
Premolar III

Re: Adding Balance Column to Statement Queue

It would not matter in my previous office or current office.  If they are due for a statement, they are going to receive one.  I use the Delinquent Accounts Expert to determine who needs to be contacted.

tmslaug2
Premolar I

Re: Adding Balance Column to Statement Queue

It would be helpful to our practice.  I currently place accounts in collections as I am reviewing statements in the que.  Having this column would definitely expedite this process.