Patient Fees & Account Balance Report

Run the Patient Fees and Account Balance report to obtain a list patients with an account balance greater than $0.  The ID and patient name are shown along with the start date, treatment fee, and initial fee for the patient's current phase.  The current account balance and expected insurance balance are included as well.

 

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How to Get Here

• ViewPoint main menu > Practice Reports > Financial > Patient Fees and Account Balance.

   

  

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Finish

Manage Record Selections & Output - After selecting the report options, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

• Financial Reports
  • Adjustments, Tx Fees & Changes
  • Accounts Receivable Aging Report
  • Auto Receipts Posting History
  • Auto Receipts Review Reports
  • Balancing Worksheet
  • Balancing Worksheet Summary
  • Charge & Receipt Summary
  • Contract Totals Report
  • Daily Transaction Summary
  • Deposit Slip
  • Deposits by Operator
  • Late Fees Report
  • Ledger Report
  • Miscellaneous Charge Detail Report
  • OrthoBanc Transactions
  • Patient Balance List
  • Patient Fees and Account Balance Report
  • Practice Statistical Analysis Report
  • Projected Income Report
  • Projected Receivables by Month Report
  • Proposed Contracts Report
  • Responsible Party Balance List
  • Transaction Report
  • Transaction Audit - by Patient
  • Transaction Charge & Receipt Summary
  • Transaction Summary (& Balance Proof)
  • Transactions by Type Report
  • Vanco Transactions
  • VP Credit Card Transactions Reports

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