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