Balance tab under Patient Payments

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

  1. Navigate to Billing > Patient Payments > Balance tab.
  2. You can search for patients with unallocated amounts and appointment balances between a range that you select.  
  3. Once you have identified the patients, you can export the information into a report by selecting Export to File. Once generated, the report will be available in your message center.

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