Gavin, thanks for the quick reply.
I went ahead and just designed the one I needed. If anybody is looking to do this, simply create the form under the list template, and use the data fields to add the patient name and then a separate one for patient reference balance. (do this in the details band.)
I also put in page number,(footer band) and date (Header band) using system data blanks.
Also, you can add a title using the text block. (Header band)
Next, edit the form under the report properties heading, data filters tab. Add \"new question\" to limit the patient reference balance. I used 1-999999 but you could use any.
Finally, in the same tab, edit the \"sort by\" selection. I can't remember what it defaults to, but it was something silly. I sorted mine alphabetically by name, but there is a drop down menu that lets you select what you want to use.
This is quite a bit simpler than the included ager, but has all the info that I need. Maybe this quick refernce can help someone if they are facing the same conundrum.