> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Patient Responsibility Page

> Tour the Patient Responsibility page: analysis metrics, patient/transaction views, and the Actions menu.

### At a Glance

The [Patient Responsibility page](https://insights.athelas.com/v2/patient-responsibility) has everything you need to assess, track, and collect outstanding PR balances. This guide covers the basics; related guides are linked throughout.

## 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**.

## 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).

<Note>
  Refunding payments may be limited to Billing Managers and Administrators.
</Note>

## 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](/insights_front_desk/patient_responsibility/how_to_set_up_miscellaneous_line_item_charges) (this does not collect an existing balance or copay/coinsurance/deductible).
* **Set Up Payment Plan** — create a [payment plan](/insights_front_desk/patient_responsibility/setting_up_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](/insights_front_desk/patient_responsibility/pr_settings).

When you select patients, a **Bulk Actions** menu lets you **Download Patient Statement**.

### FAQ

<Accordion title="Where do I collect an outstanding balance?">
  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.
</Accordion>

<Accordion title="Why can't I refund a payment?">
  Refunding may be restricted to Billing Managers and Administrators. Ask an administrator if you need access.
</Accordion>