How to Run an Unallocated Payment Report

Hover over the Billing tab. Click on Patient Payments.

Select Patients with a Balance.

Ensure both boxes, ”Show patients with zero unallocated payment" and "Show patients with zero balance" are checked.

In the box titled “Show patients with zero unallocated payment” please ensure you enter the amount of $.01 in order to show unallocated payments greater than $.01.

Click the blue search button.

If you would like to export the report, click the “Export to File” button.

When the exporting process has been completed the exported data will appear in the message center (envelope icon at the top right of the page).

Click the "Generated Sheet: Patient Payments" under Incoming Messages. There you will have the option to save to the patient's chart or download the document.

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