Review Patient Balances

It can be hard to locate and follow up with outstanding patient balances. Fortunately, Jarvis makes it easy. Follow the directions below to locate Patient Balances:

1. Go to the Front Office module.
2. Select the Collections view.
3. Scroll down to the Patient Balances 30/60/90 view (tab).
4. Click the column header Over 90 to see which balances are due. 
5. Use the breakout button next to the client name to review contact information.