Generating the Patient Credit Balances Report

The Patient Credit Balances Report lists all outstanding credit balances for your office. You should run this report regularly to ensure that no unexplainable credit balances appear in patient files.

  1. Click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Patient Credit Balances.
  4. Enter the Cut Off Date, or select a date from the calendar.
  5. Select one or more Office(s) to include on the report.
  6. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups
  7. To export the report, perform one of the following steps:
    • Click Export to PDF to open the report as a PDF file.
    • Click Export to Excel to open the report as an Excel spreadsheet.