How can we view a detailed Aging report for a selected patient?

Go to Patients from the main menu and search and select a patient from the screen.     From the new window, click on Ledger. The Detailed Patient Aging Report will be displayed. This window gives a snapshot of the details of the Last Claim and also the Total Amounts i.e. Billed, Paid by Patient, […]

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Other than the Patient Statement Summary report, where can you see a list of patients in Precollections/Collections?

There are two reports that show you the patients in Collections/Precollections 1. I8. Summary – Encounter Line Activities Report under Charges and Payments- The I8. Summary – Encounter Line Activities Report will show you the patients in Collections and Pre collections. Choose an appropriate line sub status from the filter section. 2.  C11. Patient Collection […]

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What is the workflow for patient statements and patient collections?

To generate patient statements, go to Report Central and choose ‘C2. Generate Patient Statement(s)’ under the C. Patient section. Enter the required parameters and click Generate. If the patient has not made a payment after sending payments, then a pre-collection letter can be sent. To generate a pre-collection letter, go to Report Central and choose ‘C4. […]

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How Do I Run Charges On Hold Report?

Select Report Central from the main menu and then click on Superbill Tally Report. Select the Appointment Date, Legal Entity, Provider, Schedule Type, and Appointment Status. Select the Superbill Status as HOLD.    

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