Why is my AR Report showing a Patient balance but, not in their ledger?

Balance Displayed in AR report, but NOT in the patient's ledger

The main reason the AR report will not match the patient's ledger is that write-offs were performed "AFTER" the last completed appointment or "AFTER" the last patient payment was received.

The AR Report is refreshed by a new payment or a completed appointment.

Steps on how to refresh the AR Report

Option 1:

When Patient has Completed Visits within their case

• Go to the Patients file
• Select Appointment Tab
• Click on the most recent, Completed Appointment
• Click Review Button
• Click Check out in patients appointment
• Re-run AR Report

Option 2:

When a case is all Over the Counter Charges

• Go to the Patients file
• Select Ledger Tab
• Select Payment Tab
• Post Payment Button
• Add in .01 cash payment
• Click on .01 payment made
• Select Delete Button to delete the payment
• Re-run AR Report

Option 3: Contact Support

If the patient is still present on the AR Report, that can mean money within a charge was not allocated properly. Patient vs. Payer

Support will take a look at the Patients File/Charges to see where the discrepancy or problem lies.