Patient Portion Uncollected Report

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.


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.

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:

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.