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.

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Outstanding Balance Sheet

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

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Selecting Patients for Outstanding Balance Sheet

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

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Outstanding balance sheet