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Patient Aging

Patient balances on claims / invoices

Updated over 5 months ago

The patient aging report shows patient balances that exists on claims or invoices. The columns at the top represent how old that balances is based on the date of service of the claim / invoice.

Positive Balances

These indicate monies that are owed by the patient to the practice.

Negative Balances

These indicate dates of service where the amount the patient paid is more than the patient owed.

The most common scenario that causes negative patient balances is over collecting on a copay but there are others.

To fix an overpayment you can easily transfer the credit off a specific date of service.

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