What is the Balance Due Summary Report?

• Purpose
• Report Detail/Considerations
• Report Definitions
• Finding the Report

Purpose

The purpose of this report is to provide a listing of patient balances. by Program and Status.

Report Detail/Considerations

• The report title is Patient Account Balance Summary Report.

• Run Date

  • The report will show the balances as of the selected Run Date.

• Status

  • The patient’s episode status as of the Run Date.

  • Patients can have a different status for different programs.

  • Can be run for All or specific status.

  • Patient’s listed with status None do not have an episode in SMART.

• Program

  • The program that the patients' balance is associated.

  • A patient can be listed under more than one program.

Report Definitions

• The report data is listed by Program and then Status

Column Header	Definitions
Patient ID	Patient ID
Patient Name	Patient name.
Admit Date	Date of Admission in the program listed.
Disch. Date	Date of discharge in the program listed
Balance Due	Sum balance of open invoices.
Credit Balance	Sum balance of open payments and credits
Net Balance	Balance Due less Credit Balance
Last Pay Amount	Amount of the last payment the patient paid.
Last Pay Date	Date that the last payment was entered.

Finding the Report

You can find this report from the Reports module (print icon) in SMART by selecting Billing You can find this report from the Reports module (print icon) in SMART by selecting Billing →Balance Due →Balance Due Summary.