Review Patient Balances

To find patients with outstanding balances, follow the directions below:

1. Go to Front Office Module and click the Collections view.
2. Scroll to the bottom of the page and click Patient Balances 30/60/90.
3. Filter the table for your desired Aging period. 
4. Use the breakout button to view patient information on the Patient Modal Card, as well as review what the transactions are in the AR Summary view.
5. Use the Activities and Notes section in the Patient Modal Card to track how your call went.