Ledger/Charges Tab Colors
When you are in the Patients Ledger - Charges tab you may see different colors display at times.
This is to highlight any past due balances for different time frames.
CoAction will post Patient Payments to the oldest outstanding balance first and then work its way to newer charges.
EOBs are the only payments that can be applied to specific Dates of Service.
- Green will show any past due balance that is less than 30 days past due
- Yellow will show any past due balance that is 30 - 60 days past due
- Orange will show any past due balance that is 60 - 90 days past due
- Red will show any past due balance that is greater than 90 days past due
Note: You can pull the AR report (Admin - Reports - AR) to find all patients by Case balance, Payer balance, or Patient balance.
Article is closed for comments.