Patient balance is important to check before confirming an appointment or before scheduling a patient's next visit to verify if the patient owes your practice.
There are two financial summary items to verify:
- Credit - the amount of money that the patient has paid which has not been assigned to a specific appointment or bill and thus is credit on their patient account.
- Patient Balance - their outstanding balance i.e. the amount of money that the patient owes to the practice based on unpaid bills.
These details can be viewed in two locations:
1. In the patient chart
You can navigate to the billing ledger to check more patient financial details by clicking Go to Billing Ledger. You will be redirected to the RCM.
2. In the appointment.