There are different ways to find out patient balance:

1.       From Main Menu, select Accounts Receivable tab (or Billing tab) > Inquiry tab > A/R Inquiry tab.  Type in the patient name or chart #.  You can select “Show All” balances or “Only Show Unpaid” balances, with the option to choose Newest First.  By selecting Newest First, the months will show by descending order.

2.       You can also print the following report to show outstanding patient balances:

From Main Menu, select Reports > Accounts Receivable > 05.23 30/60/90 by Patient Report:  Enter all pertinent information, including the payer code for patient pay > Select Print tab

To print off monthly statement for a patient:

1.       Go to Accounts Receivable tab

2.       Select Reports tab

3.       Select Balance Forward Statements

4.       Select Instructions tab for information on how to use this screen

5.       After completion of required fields, select Print tab.

Other articles relating to balance forward statements:

Patients Name and Address Shows Twice on Balance Forward Statement

Change Billing Statements Trailer and Footer