In DrChrono, patients can have an unallocated payment amount on their account. These are payments posted to their account but 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
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, press Update.
4. If you would like to export the report, press 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. Press Generated Sheet: Patient Payments under Incoming Messages. There you will have the option to save to the patient's chart or download the document.