1. Overview
Purpose:
This report summarizes the credit balance for each patient and insurance type
Target Audience:
Front desk staff, billers, admin
2. Report Location
Navigation Path in System:
Reports >> Billing Reports >> Practice Reports >> Credit Balance Report
3. Report Filters & Parameters
| Filter Name | Description |
| Print patient credit balance report | Restricts the results to Patient credit balance |
| Print insurance credit balance report by carrier | Restricts the results to a specific insurance carrier |
| Print insurance credit balance report by insurance type | Restricts the results to a specific insurance type |
| Print summary report | Restricts the results to show summary of each patient account |
| Print detail report | Results show a detailed report |
| Print for a particular patient | Restricts the results to one patient |
| Print for a particular insurance | Restricts the results to one insurance carrier |
| Print for a particular insurance type | Restricts the results to one insurance type |
| Include carrier with zero credit balance | Results to include carriers with Zero credit balance |
| Print report by transaction date span | Restricts the results to a specific transaction date span |
4. Output Columns
| Column Name | Description |
| Account # | Patient account number |
| Patient Name | Name of the patient |
| DOS | Date of service |
| CPT4 | Procedure code |
| Trans Date | Transaction date of the credit balance |
| Amount | credit balance amount |
5. Report Grouping / Sorting Behavior
Grouped and sorted by the filters selected for the report
6. Export Options
Available for export in PDF, Excel and CSV format
7. Special Notes / Tips
- Print Details shows the details of ‘Money applied from, and Money put into’ credit balance.
8. Sample Screenshot
9. Version History
| Version | Date | Description |
| 1.0 | 2025-07-28 | Initial documentation created |
