Credit Balances report - Define tab

Path: Reports>Financial>Credit Balances

On the Define tab, select the report as of date and also define additional options by selecting the following check boxes:

• For All Insurances – Select to include all the insurances in the report. If you select this check box, the Consolidation tab becomes inactive.
• Generate Report when there are Zero Credit Balances – Select to generate a report for patients with zero credit balances.