Introduction
Patients Balance Report:

1. Displays the patients’ balances within the selected date range and statuses of procedures.
2. Data displayed in report per branch.

 (Patients Balance) report could be accessed from:

• Analytics >> Financials >> Patients Balance.

Filtration

• Date Range
  - (From) and (To) fields enables user to select the required date range.
  - Date filtration depends on Creation Date of procedure.
  - Default Selection: Today’s Date.

Note: The number of days between 'From' date and 'To' date can NOT exceed 31 Days.

• Procedure Status
  - Is a Multi-selection box that enables user to select required status of procedures that could be: Planned, In progress, Completed, Condition, and Completed by other.
  - Default selection: Planned, In Progress, Completed.
• Balance equal to zero:
  

  - When ‘Balance equal to Zero’ is checked, Patients whose Balance is Zero are displayed in report.

  - When ‘Balance equal to Zero’ is NOT checked, Patients whose Balance is Zero aren’t displayed in report. 

Content
Header
At the report’s header the following value is displayed:
– Label (Balance): Displays the total amount (value) of balance for all of the listed patients in report.

Body
Patients Balance data are displayed in a grid view whose columns are:

• ID
  - Displays the patient’s ID.
• Name
  - Displays the patient’s Name.
• Phone
  - Displays the patient’s phone.
• Last Visit
  - Displays the last visit for the patient.
• Prior Balance
  - Displays the amount of money remained (Patient’s balance) on the patient before the selected data range.
• Charges
  - Displays the total amount that should be paid by patient within the selected date range.
• Adj
  - Displays the amount of adjustments performed on the patient’s’ procedures within the selected date range.
• Credit
  - Displays the actual payment performed by patient for all his/her procedures within the selected date range.
• Balance
  - Displays the patient's balance within the selected date range.
• Total Balance
  - Displays the total patient's balance within the selected date range and before the selected date range that:
  >> Total Balance = Prior Balance + Balance 

At the footer of grid view; The Total amount of each column of (Prior Bal, Charges, Adj., Charges, Balance, and Total Bal) is calculated and displayed.