1. What you need to know
1. You can search for the patients by using the following parameters:
- Active patients. You can hide patients with balance 0.
- Patients, admission date. You can select the dates range (93 days as max.), by default displays the ranges from day 1 of the current month to the current date.
- Patients with unbilled extensions.
2. In the Totals sections you can visualize the following (see image):
3. In the Search results section the system will display the following information:
Patient
Bed
DOB
Age
Sex
Medical record
Patient Encounter
Patient Type
Service unit
Admit Date
Release Date
Admission Diagnosis
Doctor
Specialty
Institution
Pre-discharged
Length of stay
Currency
Ext 0 Charges
Ext > 0 Charges without invoice
Invoiced Extensions (Subtotal)
Invoiced Extensions (IVA)
Invoiced Extensions
Extensions with unbilled Remissions
Advances payments
CxC Balance
Payments
Unallocated balance
Advances payments unassigned
4. You can Print/Export the retrieved information in the following formats: PDF, XLS, CSV and PNG.
5. You can move through the search results by using the paging links and the horizontal scroll bar.
2. The benefits
To search and view the details of all patients with pending payments and to have the option to export the information if needed.
3. Start report of active patients
1. Open the window Patient Balance Report and select the following parameters:
- Active Patients, leave the option Hide Patients with Balance 0 checked and select the Type of Service.
You also have the option to select the Service Unit and the Type of Patient.
2. You can view the information of the Totals in the Totals section and in the search results section.
3. You can use the paging links to move through the records displayed in the search results section, you can sort the information by any column, you can move contents to the right or left by using the horizontal scroll bar, and you can visualize the total number of records at the botton right corner of the window.
After finishing the aforementioned steps.
You'll have generated the patient balance report.
Congratulations!