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Pull a Patient Credit Report

Overview

It is recommended to pull a Patient Credit Report and apply available patient credits to balances prior to sending statements. This ensures that patients or families do not receive statements when money may have already been collected but not applied.

Access the Report

  1. Navigate to: Billing tab > Billing Center button > Overview tab > Billing Performance tab.
  2. In the Patient Credits section of the window, click Collected but not applied to charges.
  3. Click the first report icon to the right of the hyperlinked dollar amount. The Patient Credit Account Summary Active Patients report opens. This report shows active patients with a balance (grouped by family) and the available patient and family credit amounts.

  1. Print the report. The report will be used as a guide of what patient charts need to have the credits applied to balances.