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Kareo Help Center

How do I print a report showing all unapplied payments?

Pull a Payments Detail report to show unapplied balances. Click blue links to get more details and start applying if desired.

Payment Detail Report

  1. Reports > Payments > Payment Detail.
  2. Click the Customize button to select only the Unapplied Balances.
  3. Note Payment ID then go to Encounters > Find Payments > Search and Open Payment.