Patient Activity Summaries

Each activity page contains summarized information. Reference this help article to learn more about each summary report.

  • Payment and Adjustment Breakdown: The Payment and Adjustment Breakdown table provides a high-level overview of what has been collected by the patient, what has been collected from their insurance, and how much has been taken in as adjustments from the insurance. This table also shows how much has been applied from account credits on the patient's account.

  • Charge Balance Breakdown by Balance by Charge Status: The Balance by Charge Status table under the Charge Balance Breakdown summary provides a grand total of all outstanding charge balances by charge status. This allows users to quickly see at a glance where their outstanding balances are "sitting.                     

  • Charge Balance Breakdown by Balance Due To: The Balance Due To table under the Charge Balance Breakdown summary provides a grand total of all outstanding charge balances based on the party (patient or insurance) that is responsible for paying. This table also allows users to easily see how available account credits, due patient and insurance, impact the total amount owed.