Patient Balances – Regional

It can be hard to locate and follow up with outstanding patient balances. Fortunately, Jarvis makes it easy. Follow the directions below to locate Patient Balances:

1. Go to the Front Office module.
2. Select the Collections view.
3. Scroll down to the Patient Balances 30/60/90 view (tab).
4. Filter the graph by your desired Aging period to see which balances are highest for that time period.
5. Use the breakout button next to the client name to review contact information.