How to Run an Unallocated Payment Report

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.

1. Navigate to Billing > Patient Payments
2. Select the Balance tab

     3. 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.

      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.