Report for past due on yearly status
Posted: Mon Jan 15, 2024 7:53 am
Being fairly new to the medisoft reports available, we have been looking for a report that will list ALL patients with a past due balance for an entire year. For example: from 01/01/2021 to 12/31/2021 is there such a report? tried several options but not finding one that shows whole year.
Is there also a report that shows EVERYTHING that an individual patient has been charged for, the insurance payment, any write offs, and patient payments with balances still due? We have only one doctor at our facility & he would like a report that can be readily looked at end of each year & evaluate whether or not to continue seeing patients with large unpaid balances. We are using medisoft vs. 27
Thank you for any insight you can give us!
Is there also a report that shows EVERYTHING that an individual patient has been charged for, the insurance payment, any write offs, and patient payments with balances still due? We have only one doctor at our facility & he would like a report that can be readily looked at end of each year & evaluate whether or not to continue seeing patients with large unpaid balances. We are using medisoft vs. 27
Thank you for any insight you can give us!