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Collections Board: Patient Credit Balances
Collections Board: Patient Credit Balances

Learn how to identify patients with credit balances or negative A/R balances

Sam Miller avatar
Written by Sam Miller
Updated over a week ago

Dental Intelligence separates out negative patient balances (or patient credit balances) from the total AR. When a patient has a negative account balance, Dental Intelligence will separate them from your AR metrics and reports.
Since these patients have credit at the office (i.e. the office owes them services or money) their balances do not qualify as AR, as you are not able to collect on them.

All metrics related to AR in Dental Intelligence will automatically factor out patient credit balances, instead, to see patient credit balances you will have to run the Patient Credit Balances report in the Collections Board.

Running The Report

  1. Navigate to the Collections Board

  2. Select the Magnifying Glass icon in the top right of the AR Aging metric

  3. Select the Patient Credit Balances tab

The report will show you the names of all guarantors who have a negative account balance, as well as the aging of their balance, their corresponding phone numbers (home, mobile, and work), as well as their insurance balance.

There is also an Export button in the top right corner of the report export the list as .csv file with the "Export Excel" button.

Related Resources

The following resource will give you a more in-depth explanation on how to use the Collections Board:

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