How can I find a report of patients with a credit balance?

There are two ways to find a list of all patients with a credit balance.

Instructions

Credit Report

Our first recommendation is to utilize the credit report. This report provides all active patients with a credit greater than $0.00. The credit can be from an invoice or from the account summary.

1. Access Reports > Patients > Patient Search.
2. Click the + icon.
3. Select Import Report.
4. In the Import Queries modal, highlight the "Patients with credit" report with a single click.
5. Click 'Import.' 
6. Click the Run Report icon . Note: The report displays at the bottom of the screen.

Invoices

The following instructions produce a list of all invoices. When you sort the list, all negative balance invoices can be viewed.

1. Access Accounting > Invoices.
2. In the search fields, select the appropriate Location, select Active as the Status, select All for the Approval.
3. In the Payer Type field, select the appropriate option.
4. Click 'Search.'
5. Click the Balance column header in the results grid. This action sorts the invoices from lowest to highest, thus, your negative invoices are listed at the top of the column.