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At a Glance

The Patient Responsibility page has everything you need to assess, track, and collect outstanding PR balances. This guide covers the basics; related guides are linked throughout.

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Analysis

At the top of the page, expand or collapse the Analysis window to see, at a glance:
  • Total Patient Collections
  • Total Outstanding PR
  • Patients With Outstanding Balance
  • Paid from Last Batch Reminder
Two charts — Age of Balance and Total Amount Owed — can be toggled between dollar amount and number of patients, and exported with Download CSV.

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Views

  • Patient View — a list of patients with their Last Contacted date, Current Balance, and Credits. Search by DOB, phone #, or name, sort by any column, and toggle filters like Has Available Credits and Has Locked Credits. Click a patient to open their profile, or use Pay Balance to collect.
  • Locked Credits — credits held against a specific date of service.
  • Customer View — completed transactions for non-patients or charges not tied to an appointment (for example, gift cards or retail product purchases). Download/print receipts or refund payments.
  • Transaction View — view and filter all transactions; download/print receipts, expand a transaction for detail, and export a transaction report as CSV.
  • Gift Cards — gift-card details (creation date, purchaser, redemption code, original/used/remaining amounts).
Refunding payments may be limited to Billing Managers and Administrators.

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Actions Menu

From Patient View, the Actions menu (upper right) offers:
  • Generate Patient Pay Link — copies a patient pay link to your clipboard to share.
  • Miscellaneous Charge — create a new miscellaneous charge (this does not collect an existing balance or copay/coinsurance/deductible).
  • Set Up Payment Plan — create a payment plan when your role allows you to manage payment plans.
  • Patient Balance Report — download a CSV of balances for the current filters.
  • PR Settings — open your PR Settings.
When you select patients, a Bulk Actions menu lets you Download Patient Statement.

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FAQ

Open the patient (via Patient View or their profile) and use Pay Balance. The Miscellaneous Charge action creates a new charge — it doesn’t collect an existing balance.
Refunding may be restricted to Billing Managers and Administrators. Ask an administrator if you need access.