Report : Patient Insurance Balances

  • Updated

Located inside of a Patients Profile, under the Insurance tab, the patient must have their Policy Rules, Maximum $ per year field completed to get results in this report.

NOTE: This report does not calculate per category maximum.



1. Go to Reports>Statistics section>Patient Insurance Balances.



2. Set your criteria and select Create.


3. The system will produce a PDF report you are able to print.


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