The Patient Portion Uncollected Report shows the uncollected patient balance of procedures completed in a date range.

In Standard Reports, in the Daily section, click Patient Portion Uncollected.

To control user access to this report, see Report Setup: Security Permissions.

This report is non-modal so users can review accounts or access other Open Dental windows while this window is open.

Filters

Change report criteria filters to update report results.

From / To: Select the reporting start and end dates. Only procedures completed in the selected date range appear on the report.

Clinics: Only available when Clinics are enabled in Show Features. Select clinics to include in the report. Check All (includes hidden) to include all clinics, including those marked hidden.

• Filters by clinic assigned to the procedure (e.g., treating clinic).
• If a user is restricted to specific clinics, only accessible clinics are listed. When checking All (includes hidden), results include all clinics user has access to, including those marked hidden, and anything unassigned to a clinic. Results do not include clinics user is restricted from.

Report Results

Click Refresh to update the report grid based on the selected filters. The grid displays individual procedures with an uncollected patient portion meeting the filter criteria.

Descriptions of each column in the grid are as follows:

• Date: The procedure completed date.
• Patient Name: The last name and first name of patient associated to the procedure.
• Procedure: The abbreviation of the completed procedure.
• Fee: The procedure fee (multiplied by Base Units and Unit Quantity if entered) i.e., billed fee.
• Patient: Patient portion. The total amount the patient owes after the insurance estimate or payment and write-off. Insurance estimates are only included if a claim has been created.
• Adjustment: The total amount of adjustments attached to the procedure. Parentheses indicate a negative adjustment total (e.g., discount).
• Patient Paid: The total amount of patient payments attached to the procedure.
• This does not include any amount applied as treatment credits from a Payment Plan or Old Payment Plan .
• Uncollected: Remaining patient portion. The remaining procedure balance after any partial patient payments, insurance estimates/payments, insurance write-offs, and adjustments.

Right-click a patient and click See Account to open the Account Module for the selected patient.

Print Preview

Click Print to generate a print preview of the report.

The print preview includes PatNum (unique Patient Number assigned in Edit Patient Information) in addition to the same data columns as the previously described report results grid. Dollar amount columns (e.g., Fee, Adjustment, etc) are also totaled in bold on the last page of the report below each corresponding column.

From the print preview window, the report can be printed or exported. For a description of toolbar buttons, see Complex Report System.

Questions and Answers

The uncollected amount for a procedure does not reflect the insurance estimate/payment and write-off. Why?

Procedures only reflect an insurance estimate when a claim has been created. Create a claim to reflect the insurance estimate. Insurance payments must be added By Procedure to affect the report. If an insurance payment was added By Total, it idoes not affect the procedure.

The account balance is at zero but the report is still showing an uncollected patient portion. Why?

Payments must be specifically attached to a procedure to affect the uncollected portion. See Income Transfer for instructions on allocating existing payment to a procedure.