AnsweredAssumed Answered

Credit balance report??

Question asked by orlando on Feb 6, 2018
Latest reply on Feb 9, 2018 by orlando

Is there a report that I can print that shows all patients with credit balances?  I have noticed a lot of patients that have incorrect credit balances from prior years.  When this happens the patient is never billed for current balances and then the problem just keeps getting worse.  Since I started in this office I have tried to check all patient balances when they come in, but I miss some I am sure since patients don't have upcoming appointments or are scheduled at the last minute and I don't check route slips for those patients.  I am just trying to be proactive..

Can anyone point me in the right direction to find a report?

THANKS!

Outcomes