Description: The Patient Listing Report displays a list of patients (including their last visit, balance, birthday, and email) based on certain filter criteria. The report can be run in a variety of different ways including but not limited to:
- Claim date of service
- Last visit date
- Patient Age
- Patient Balance
- Practice
- Payer
Information related to the patient including patient/insurance/total balance, last visit, birthday, and email are displayed in the report. Grand totals for all balance field can be found at the bottom of the report.
Limitations: Does not include inactive patients.