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 while the window is open.

Filters

Change report criteria filters to update report results.

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

Clinics: Select clinics to include in the report. Ctrl + click to select multiple clinics or 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. Right-click a row and select See Account to open the Account Module for the selected patient. The report window can stay open in the background. Descriptions of each column in the grid are below.

Right-click a patient and select 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 report results grid listed above. 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, users can print or export the report. 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 on sent and received claims reflect insurance estimates/payments and write-offs. Procedures on claims with any other status do not.

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

Procedures must have payments specifically allocated to them or they will still show on the report.