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.
- Click Reporting and select Standard Reports.
- Click Sales Reports.
- Click Patient Credit Balances.
- Enter the Cut Off Date, or select a date from the calendar.
- Select one or more Office(s) to include on the report.
- Click Generate Report.
The report opens in a new window.
- 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.