Use the Aging by Patient Report with a balance less than 00.01 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.
