In DrChrono, patients can have an unallocated payment amount on their account. These would be payments posted to their account but are not attached to a specific appointment. These payments would be prepayments for service and could be utilized for any appointment; past, present, or future.
Here is how you can run a report to see all patients with unallocated payments.
- Navigate to Billing > Patient Payments
- Select the Balance tab
4. 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).
5. 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.