How to Run an Unallocated Payment Report

Edited

    In DrChrono, patients can have an unallocated payment amount on their account.  This would be payments that are not attached to a particular appointment.  Here is how you can run a report to see all patients with unallocated payments.

 

  • Navigate to Billing > Patient Payments (Beta) 

Screen_Shot_2020-11-05_at_11.17.48_AM.png

 

  • Select the Balance tab

Screen_Shot_2020-11-05_at_11.58.50_AM.png

 

  • Enter the dollar range that you would like to see.  If you would like to see all unallocated payments, you can enter 1 in the from box and leave the to box empty.  Once you have selected your dollar range, click on Update.

Screen_Shot_2020-11-05_at_1.40.46_PM.png

 

  • If you would like to export the report, click the Export to File button.
  • When the report has been generated, it will appear in the message center (envelope icon at the top right of the page).
  • Click Generated Sheet: Patient Payments under Incoming Messages. There you will have the option to save to the patient's chart or download the document.
Was this article helpful?
0 out of 2 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk