Patient Statement Unapplied Balance
Note - These testing guidelines assume the user is skilled in the use of, at a minimum, the following:
- Finance
- Finance > Reports > Accounts Receivable > Claim Details
- Finance > Reports > Accounts Receivable > Patient Statements
- Microsoft Excel
- Patient Statement Report
- Report Output Data in CSV Format
- Report Parameters PickList
Scenario 1: Patient Statement Report
Specific Setup:
- Client has multiple Self Pay Benefit Assignments.
- Self Pay BA1 has been end dated.
- Self Pay BA2 is current.
Steps
- Navigate to "Finance >Reports >Accounts Receivable >Patient Statements".
- Set "From Date" and "Through Date" to cover both "Self Pay BA1 and BA2".
- Select "Report Selection".
- Click "Preview".
- Validate report loads and displays "Patient's Unapplied Balance".
- Close report.
