How do I track patient responsibility?

UPDATE: Patient Responsibility report add column for “Location”

Purpose: 
To monitor and manage all patient financial obligations (including deductibles, copays, and coinsurance) not covered by insurance, ensuring accurate billing and collections.

Scope: 
This report tracks:

• All patient-responsible balances: 
  • Deductibles 
  • Copayments 
  • Coinsurance 
  • Non-covered services
• Payment status (paid/unpaid)
• Filtering options by: 
  • Patient 
  • Date range 
  • Balance type

Procedure:

1. Navigate to Reports > Financial > Patient Responsibility
2. Apply filters if needed (e.g., unpaid balances from last 30 days)
3. Review:
   1. Total patient balances
   2. Breakdown by responsibility type
   3. Aging of unpaid amounts
4. Export for collections follow-up

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The Patient Responsibility report is used to track all payments that should be made by patients for anything their insurance doesn't cover. This includes deductibles, copays, co insurance, etc.