Balance tab under Patient Payments

The Balance tab provides greater ability to narrow down your search results, and export capabilities.

You can navigate to this screen by clicking on Billing > Patient Payments > Balance tab.

You can search for patients with unallocated amounts and appointment balances between a range that you select. Once you have identified the patients, you can export the information into a report by clicking on Export to File. Once generated, the report will be available in your message center.

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Please note, that the patient shown in the image above is a sample patient with test data.