Patient payment breakdown

[drk]

Is there a statement format that will give the amount paid by the guarantor and a breakdown of how that amount was applied? All the statements I see only have the breakdown, and an faq from patients is typically "where is the $200 I paid?" -- the standard or reminders only show how the $200 is applied across different transactions (like 50 for copay, 25 for transaction 1, 125 for transaction 2), but the $200 itself does not show up anywhere.

At risk of being redundant, I am looking for something like this:

Patient Owes : 300
Patient paid: 200
Applied to Line 1 on DOS: -50
Applied to Line 3 on DOS: -25
Applied to Line 7 on DOS: -125
Remaining balance: 100

Any ideas?

[Gavin Walker]

The closest would be one of the "standard" patient statements, but then it won't hold the statement until insurance pays like a "remainder" statement does. Try running a few of the reports off of Reports -> Patient Statements.

[drk]

Tried that, they all breakdown the payment and one has no idea when & how much the patient paid.

[Gavin Walker]

You may have to back-date the ranges to include the period that included the payment in question. Not the best solution because now you are getting all that charge history too.