How can I find patients with an outstanding balance?

Any patient with a balance will show on the "accounts receivable" report. You can access this via the billing menu:

AR_select.png

 

Once you have opened the AR report, you can select a date range and insurance company. Then click "show accounts" and the patients with outstanding balances will show. Stratus EMR allows you to set your own date range for aging reports, as we realize different insurance companies have different typical payment schedules.AR_report.png

The default view shows the total balance for the patient. If you'd like to break it down by individual encounters, please check the "show as ind. visits" check box.

AR_report_-_show_ind.png

 

 

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