What is the Outstanding Balance Sheet?

Reports > Outstanding Balance > Outstanding Balance Sheet

This report creates a list of all appointments with a Patient Balance, a Plan Balance or both, for a given Location, Plan, and Provider/Resource.

Follow the workflow mentioned above to navigate to the ‘Outstanding Balance Sheet’ tab.

Outstanding Balance Sheet

Select the desired option(s) by checking their respective checkbox.

Selecting Patients for Outstanding Balance Sheet

Once selected, click ‘All’ or ‘Selected’ to print the report.

Outstanding balance sheet