Use the Aging by Patient Report with a balance less than 0.01 as seen in the screenshot below.

• This report shows an account credit balance and any escrow that may need to be worked.  

Patient Credit Management  

Patient Credit Management provides the ability to automatically Re-Apply Credits to outstanding debit balances.

This allows the Re-Apply Patient Credit function on the Encounter Dashboard to be used across all Patients/Guarantors in one step. Click here to learn more.