This report provides a basic history of the patient’s financial activity.
An ideal financial ledger that a practice can provide patients requesting an accounting of their financials with the practice.
Commonly used as patient financial ledger for a requested time period.
Kareo PM Recommendation
This report, along with the Patient Transactions Detail Report, is commonly used to explain a patient's financial history with the practice to them. Note that the Patient Transactions Detail Report provides more information, though each practice can determine which version is more appropriate for such a patient request.
This report provides current outstanding balances (insurance and patient) similar to the patient’s statement and is typically what patients are looking for when requesting for a financial ledger.
To access and customize the Patient Financial History Report
- Click Reports > Patients > Patient Financial History.
- Select filters.
- Patient: Either leave blank to report on all patients with financial activity within the reporting period or click the Patient box to select a specific patient.
- Procedure: Either leave blank to show all procedures within the reporting period or enter a valid procedure code to limit the report to a specific code.