What is the Plan Outstanding Balance Report?

Reports > Outstanding Balance > Plan

This report displays a list of appointments with a plan balance for a given Location, Provider/Resource, Plan, Balance Amount, Date Range (for either Date of Service or Date of Transaction).

Search Criteria for Outstanding balance by plan
Recommended E&M Code

User can check the ‘Support Users Only’ checkbox to fetch reports for support users only

Generating Reports

NOTE:
The two search options are also added in Claims, Remittence and only ‘Assigned To’ is added in eSuperBill search.

The patient and plan selection is made according to the requirement of the users.

Selecting the Patients for Outstanding Balance by Plan report
Plan Outstanding Balance report