Updated 10/3/2019

If you want a quick and easy-to-understand report that can give you a list of outstanding patient balances, consider the Patient Balance Report.

This report is easy to generate and doesn’t have a lot of filters to manipulate. Quite simply, you set a range of patients, providers, and/or billing types, and that’s it.

For steps on how to generate the report, read the Patient Balance Report topic in Dentrix Help.

Once generated, the Patient Balance Report is easy to interpret, and contains the following important information:

A. Patient Details – The patient’s name, chart number, home phone, work phone, and billing type. An asterisk to the left of a patient’s name indicates they are the guarantor.
B. Last Patient Pmt – The date of the patient’s last payment.
C. Last Visit Date – The date a procedure was last posted for the patient.
D. Pend. Claims – Indicates if the patient has a pending insurance claim.
E. Family Balance – The patient’s family balance.
F. Patient Balance – The patient’s individual balance.

For additional information see the topics listed under Ledger Reports in Dentrix Help.

For steps on how to generate the report, read the Patient Balance Report topic in Dentrix Help.