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At a Glance

The PR Timeline chronologically displays every event related to patient responsibility and payments for a given date of service (DoS) — a snapshot of how PR evolved, from the appointment through claim submission to balance updates and final payment.

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Finding the Timeline

From the Patient Responsibility page, open Patient View and choose a patient. On the Charges tab, select a date of service and click View Details (you can filter by date of service, provider, or PR status). Then open the Timeline tab. Toggles let you show or hide credit transactions and other minor hidden events (some low-impact events are hidden to keep the timeline readable).
The PR timeline is also available on the claims side. On the Claim Details page, the activity log has Claim timeline and PR timeline tabs (and, for some accounts, a condensed “Micro Timeline”), so you can review the same PR history from the encounter.

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Reading a Card

The timeline is a series of cards, each an event in the PR journey. A card shows:
  • Date and time the event occurred
  • Card type — e.g., Payment, Remittance Received, Updated Balance
  • Amount — the primary dollar figure (e.g., amount paid, or total PR due)
  • Balance (upper right) — the running balance at that moment, plus the change since the previous card
  • Additional details — an expandable section with more context; details vary by card type

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Example

A patient has a walk-in appointment and their eligibility returns Active. The front desk collects a $230 payment at time of service, and a matching $230 Estimated PR placeholder is added (so the balance zeroes out) until the payer responds. The claim is submitted, later resubmitted after a correction, and a remittance eventually returns a total PR of only $101.39 — less than half of what was collected. The PR updates to the remittance amount (now Post-Remittance PR), leaving the patient with a surplus, and overnight an Auto-Refund turns the $101.39 overpayment into a credit, bringing the balance to zero.

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Other Cards You May See

  • PR Cancellation — when a claim that already had a remittance is resubmitted, its existing PR is cancelled while awaiting a new decision (payments become credits locked to the DoS).
  • Credits Applied (Automatic) — available credits applied to new balances automatically.
  • Patient Statement Sent — when a statement is delivered.
  • Insurance Updated — when insurance changes apply to a claim (important for resubmissions).
  • Write-Offs — when PR is written off.
Whenever you have a question about a patient’s PR, the PR Timeline is your best resource.

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FAQ

Yes. Open the claim on the Claim Details page and use the PR timeline tab in the activity log — it shows the same PR history keyed to the encounter.
Low-impact events are hidden by default to keep the timeline readable. Use the toggles to show hidden events and credit transactions.