How do I filter out patient balances in the Patient Payment Report?

Purpose: 
To isolate and review outstanding patient balances for improved accounts receivable management and payment tracking.

Scope: 
This financial report feature includes:

• Dedicated patient balance filtering
• Access to all patient payment records
• Financial overview of outstanding balances

Procedure:

1. Navigate to Menu > Financial > Patient Payment Balance
2. Locate and select the "Patient Balance" filter
3. Apply any additional filters as needed
4. Review the filtered balance report

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Patient Payment/Balance report -> new filter for "Patient Balance"

To access this simply go to the MENU > FINANCIAL > PATIENT PAYMENT BALANCE